AdFi
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Alan Bradley Faerber

Investment Adviser Representative at EVERSPIRE

Midvale, UTCRD #5288132Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alan Bradley Faerber has worked in the securities industry since 2008. They are registered to provide investment advisory services in Utah.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/23/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 6/5/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/13/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/22/2007
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 12/7/2012
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 10/3/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 – $999,9991.00%
$1,000,000 – $4,999,9990.90%
$5,000,000 – $9,999,9990.70%
$10,000,000 – $24,999,9990.50%
$25,000,000 – $49,999,9990.30%
$50,000,000 – $249,999,9990.20%
$250,000,000 – $999,999,9990.10%
$1,000,000,000 and above0.02%
Source

Everspire Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EVERSPIRECurrent
6/26/2025Midvale, UT
BOUNTIFUL FINANCIAL PLANNING LLC
10/3/20246/5/2025West Bountiful, UT
CHARLES SCHWAB & CO., INC.
3/2/20221/10/2024Cottonwood Heights, UT
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
2/26/20189/7/2023Cottonwood Heights, UT
TD AMERITRADE, INC.
3/6/201810/14/2022Cottonwood Heights, UT
SCOTTRADE INVESTMENT MANAGEMENT
6/24/20162/26/2018Saint Louis, MO

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at EVERSPIRE

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alan Bradley Faerber has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Alan Bradley Faerber - Financial Advisor in Midvale, UT | AdvisorFinder