Alan Bradley Faerber
Investment adviser representative at Everspire
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$247.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- EverspireJun 2025 to now
- Charles Schwab and Co., Inc.Dec 2022 to Jun 2025
- TD Ameritrade Investment Management, LLCFeb 2018 to Dec 2022
- TD Ameritrade, Inc.Feb 2018 to Dec 2022
- Scottrade, Inc.Jun 2009 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
Everspire
Legal name: Aegis Wealth Group, LLC
$247.7MAssets managed
803Clients
15Advisers
7 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
- 5288132
- Firm CRD
- 222515