Eric Brelsford (CRD# 6437733) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carlsbad, CA and has over 8 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Mar 2019 - Current | 5 |
Comprehensive Advisor LLC | Carlsbad, CA | Mar 2019 - Current | 5 |
Unemployed | Oceanside, CA | Jan 2019 - Mar 2019 | < 1 |
Jpmorgan Chase Bank, N.a | Fallbrook, CA | Oct 2017 - Jan 2019 | 1 |
Jp Morgan Securities LLC | Fallbrook, CA | Jul 2017 - Jan 2019 | 1 |
Jp Morgan Chase Bank | Fallbrook, CA | Jul 2017 - Oct 2017 | < 1 |
Eric Steven Brelsford | Carlsbad, CA | Jan 2016 - Jul 2017 | 1 |
Sagepoint Financial | Carlsbad, CA | Feb 2015 - Jul 2017 | 2 |
Eric Steven Brelsford | Oceanside, CA | Apr 2012 - Jul 2017 | 5 |
San Diego Tax And Financial Associates | Carlsbad, CA | Aug 2016 - Dec 2016 | < 1 |
Forte Academy Of The Arts | Vista, CA | Jun 2015 - Dec 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- CA
- TX
-
Total Assets Under Management21,801MILLIONS
-
Total Number of Accounts177,044ACCOUNTS
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Average Account Value$123,137
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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