Brian Wee (CRD# 5166064) is an Investment Advisor Representative working at Homewood Capital Management East LLC in Woodbine, MD and has over 17 years of experience in the finance industry. Brian Wee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
CRD# 1817336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homewood Capital Management East LLC | Woodbine, MD | Jun 2017 - Current | 6 |
| Homewood Capital Management, Inc. | Danville, CA | Oct 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
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Total Assets Under Management4MILLIONS
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Total Number of Accounts22ACCOUNTS
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Average Account Value$186,364
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MD
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