Breanna Stott, financial advisor Beverly Hills CA
93 score

Breanna Stott

CRD Number: 5554829
Current Firm: Unionbanc Investment Services, LLC

Breanna Stott (CRD# 5554829) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Beverly Hills, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mufg Union Bank Beverly Hills, CA Jun 2015 - Current 1
Wells Fargo Advisors LLC Pacific Palisades, CA Jan 2011 - May 2015 4
Wells Fargo Bank Pacific Palisades, CA Aug 2007 - May 2015 7
University Of Phoenix Long Beach, CA Feb 2007 - Jan 2012 4
Wells Fargo Investments, LLC Simi Valley / Thousand Oaks, CA Jun 2008 - Jan 2011 2
California Capital Group Camarillo, CA Mar 2007 - Aug 2007 < 1
Refinance.com Syosset, NY Nov 2006 - Mar 2007 < 1
Countrywide Home Loans Tampa, FL Apr 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Breanna M. Stott
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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