Brittany Metz (CRD# 6236628) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockton, IL and has over 6 years of experience in the finance industry.
CRD# 2168057
Harbour Investments, Inc.
CRD# 2156432
Avantax Advisory Services
CRD# 1708680
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Rockton, IL | Jul 2017 - Current | 6 |
| Montgomery Financial Services | Rockton, IL | Aug 2013 - Current | 10 |
| Montgomery Financial Services | Rockton, IL | Aug 2013 - Current | 10 |
| Scentsy | Rockford, IL | Apr 2015 - Jul 2017 | 2 |
| Brian Elmer Company | Rockton, IL | Jan 2008 - Jan 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- IL
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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