Emily BrilloCRD Number: 5122430
Current Firm: Strategic Wealth Advisors Group
Emily Brillo (CRD# 5122430) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Escondido, CA and has over 3 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Strategic Wealth Advisors Group, LLC||Escondido, CA||Feb 2019 - Current||3|
|Lpl Financial, LLC||Escondido, CA||Dec 2017 - Current||4|
|Honor Bound Partners, LLC||Sacramento, CA||Dec 2017 - Mar 2019||1|
|Lpl Financial||San Diego, CA||Mar 2006 - Nov 2017||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management6,616MILLIONS
Total Number of Accounts24,579ACCOUNTS
Average Account Value$269,193
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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