Brian
Stoker
West Ridge Advisors
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About this Advisor
Brian Stoker is a financial advisor based out of Midvale, Utah, with a total of 3 years of relevant experience. Stoker is an advisor for West Ridge Advisors. During their career, the advisor has held roles at Gwn Securities Inc and West Ridge Advisors. Stoker has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Utah. West Ridge Advisors is a registered investment company based in Henderson, NV. The investment advisory business has offices in three locations and a total of 10 financial advisors. It handles $153 million in assets between its 566 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 566 customer accounts, just 11% are associated with high-net-worth investors who have more than $1 million in assets available to invest. West Ridge Advisors performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by West Ridge Advisors can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Ridge Advisors Brokerage Details
$153,301,195
10
566
$270,850
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
- Educational seminars/workshops
Brian Stoker Work History
Brian has been registered as a financial advisor for 3 years.*
West Ridge Advisors
Gwn Securities Inc
*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 Brian Stoker 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 West Ridge Advisors
Henderson, NV
Henderson, NV
Midvale, UT
Midvale, UT
Gilbert, AZ
Henderson, NV
Henderson, NV
Gilbert, AZ
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