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Alan Battles profile image

Alan Battles

Founder at Brighton Wealth Management
Intro Book
Seasoned financial professional with 30+ years of experience in financial planning, investment management, and wealth management.
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Location
Kaysville, Utah, United States, US
Skills
  • Financial Planning
  • Investment Management
  • Registered Investment Advisor
  • Fee Based
  • Risk Management
  • Show all
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Bio

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Alan Battles is a seasoned financial professional with over 30 years of experience in financial planning, investment management, and wealth management. He has held senior roles at Merrill Lynch, UBS Wealth Management, and Brighton Wealth Management, where he served as Founder and Vice President. Alan holds a Bachelor of Science in Business Administration from the University of Nebraska-Lincoln.

Experience

  • Brighton Wealth Management
    • 6975 Union Park Ave. #600, Cottonwood Heights, ...
    • Founder
      • Jan 2009 - Sep 2020
      • 6975 Union Park Ave. #600, Cottonwood Heights, ...
  • UBS Wealth Management
    • Salt Lake City, UT
    • Vice President
      • Jan 2002 - Jan 2009
      • Salt Lake City, UT
  • Merrill Lynch
    • Salt Lake City, UT
    • Vice President
      • Mar 1981 - Jan 2002
      • Salt Lake City, UT

Education

  • 1975 - 1978
    University of Nebraska-Lincoln

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Industry Focus. “Financial Services”

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