Brenton ArmstrongCRD Number: 5491179
Current Firm: Weatherly Asset Management
Brenton Armstrong (CRD# 5491179) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 9 years of experience in the finance industry. Brenton Armstrong 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.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Weatherly Asset Management, LP||Del Mar, CA||Nov 2007 - Current||9|
|City Of Newport Beach||Newport Beach, CA||Jun 2000 - Mar 2010||9|
|Sunset Parking Service||San Diego, CA||Oct 2007 - Nov 2007||< 1|
|San Diego State University||San Diego, CA||Sep 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management549MILLIONS
Total Number of Accounts1,140ACCOUNTS
Average Account Value$481,965
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, NY, TX, WA
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