Brian
Spead
Valeo Financial Advisors, LLC
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About this Advisor
Brian Spead is a financial advisor based in Littleton, Colorado, working with Valeo Financial Advisors, LLC. Brian has previously held positions at Valeo Financial Advisors, LLC, Charles Schwab Bank, and Charles Schwab & Co., Inc. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Brian is part of Valeo Financial Advisors, LLC, which operates out of Littleton, Colorado. The firm has 6 offices and 155 employees. The firm manages assets totaling $8.9 billion 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 pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valeo Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valeo Financial Advisors, LLC Brokerage Details
$8,944,535,606
155
18,918
$472,806
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brian Spead Work History
Valeo Financial Advisors, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Brian Spead 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 Valeo Financial Advisors, LLC
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
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