Brenda Labar, financial advisor Calimesa CA
83 score

Brenda Labar

CRD Number: 4517754
Current Firm: Mml Investors Services, LLC

Brenda Labar (CRD# 4517754) is an Investment Advisor Representative working at Mml Investors Services, LLC in Calimesa, CA and has over 16 years of experience in the finance industry.

Similar Advisors
John Borger, financial advisor Calimesa CA
John R. Borger
CRD# 2310995
Royal American Financial Advisors, LLC
Score
96
Similar Advisors
Darren Canada, financial advisor Calimesa CA
Darren Canada
CRD# 1935924
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
James Cobb, financial advisor Calimesa CA
James L. Cobb
CRD# 4981555
Investment Counselors Of Redlands LLC
Score
96
Company Name Location Dates Years
Massachusetts Mutual Life Insurance Company San Diego, CA Mar 2017 - Current 1
Mml Investors Services, LLC San Diego, CA Mar 2017 - Current 1
Msi Financial Services Los Angelos, CA Jul 2016 - Mar 2017 < 1
Metlife Securities Inc. Murrieta, CA Aug 2013 - Jul 2016 2
Brenda Lebar's Rental Home Redlands, CA Jun 2000 - Aug 2015 15
Brenda Labar Relands, CA Jun 2000 - Aug 2015 15
J.p. Morgan Securities LLC San Jacinto, CA Oct 2012 - Aug 2013 < 1
Chase Investment Services Corp Hemet, CA Dec 2010 - Oct 2012 1
Citigroup Global Markets Inc. Loma Linda, CA May 2007 - Dec 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Nov 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brenda L. Labar
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Brenda Labar and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.