Brian Cleugh (CRD# 6665538) is an Investment Advisor Representative working at Rhubarb Investments, LLC in Huntington Beach, CA and has over 8 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rhubarb Investments, LLC | Huntington Beach, CA | Oct 2016 - Current | 7 |
| Flinn West | Newport Beach, CA | Apr 2008 - Oct 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$438,264
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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