Brentford Moir Price
Investment adviser representative at Alera Investment Advisors, LLC
23 yearsExperience
2 statesRegistered in
ChFC®Designation
$5.3BFirm assets
Are you Brentford Moir Price? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Alera Investment Advisors, LLCNov 2018 to now
- Wilson & Albers Company, LLCAug 2015 to now
- Triad AdvisorsNov 2018 to Aug 2024
- Kms Financial Services, IncDec 2003 to Nov 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
Alera Investment Advisors, LLC
$5.3BAssets managed
2,466Clients
61Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2895453
- Firm CRD
- 287906