Adrien
Brand
Iht Wealth Management LLC
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About this Advisor
Adrien Brand is a financial advisor operating out of Tampa, Florida with 1 year of relevant experience. Brand is an advisor for Iht Wealth Management LLC. Over the course of their career, Brand has held roles at Edward Jones, Nitor Solutions, Great Lakes Case & Cabinet Company, Inc, Professional Sales Agents, Brand Tax Group, Pllc, Lpl Financial LLC and Iht Wealth Management, LLC. Brand maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Iht Wealth Management LLC is an advisory firm operating out of Chicago, IL. The firm has offices in 67 locations and a total of 219 employees. It oversees $4 billion in assets between its 18,644 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 51 charities and foundations. Of its 18,644 customer accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on which services are provided. Fee types charged by Iht Wealth Management LLC can consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iht Wealth Management LLC Brokerage Details
$4,373,565,753
219
18,644
$234,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adrien Brand Work History
Adrien has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Iht Wealth Management, LLC
Edward Jones
Nitor Solutions
Great Lakes Case & Cabinet Company, Inc
Professional Sales Agents
Brand Tax Group, Pllc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adrien Brand 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 Iht Wealth Management LLC
Phoenix, AZ
San Antonio, TX
Chicago, IL
Chicago, IL
New York, NY
Chicago, IL
Chicago, IL
Freeport, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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