Brian
Seva
Atlas Financial Advisors, Inc
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About this Advisor
Brian Seva is a financial advisor based in Oroville, California, working with Atlas Financial Advisors, Inc. Brian has previously held positions at Transamerica Financial Advisors, Inc, First Union Capital Corp, Deeda Salon, Inc, Seva Realty, and Atlas Financial Advisors, Inc. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Brian is part of Atlas Financial Advisors, Inc, which operates out of Oroville, California. The firm has 5 offices and 5 employees. The firm manages assets totaling $106.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, market timing services, and educational seminars. The fee structure at Atlas Financial Advisors, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Atlas Financial Advisors, Inc Brokerage Details
$106,020,239
5
936
$113,269
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Brian Seva Work History
Atlas Financial Advisors, Inc
First Union Capital Corp
Seva Realty
Deeda Salon, Inc
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Brian Seva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atlas Financial Advisors, Inc
Oroville, CA
Oroville, CA
Rocklin, CA
Oroville, CA
Oroville, CA
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