Richard Brydges (CRD# 2719756) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in La Jolla, CA and has over 28 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Pensionmark Financial Group, LLC | Santa Barbara, CA | Jun 2019 - Current | 4 |
Balboa Wealth Partners, Inc./ Dba Nautical Wealth Management | La Jolla, CA | Dec 2017 - Current | 6 |
D.h. Hill Securities, Lllp | Kingwood, TX | Jun 2018 - Oct 2018 | < 1 |
Niagara International Capital, Ltd. | San Diego, CA | Jul 2017 - Jun 2018 | < 1 |
Dw Advisors LLC | Newport Beach, CA | Jun 2013 - Nov 2017 | 4 |
Arete Wealth Management LLC | Newport Beach, CA | Aug 2016 - Dec 2016 | < 1 |
Ari Financial Services, Inc. | Carlsbad, CA | Aug 2015 - May 2016 | < 1 |
Accelerated Capital Group, Inc. | Irvine, CA | Apr 2014 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1996 |
S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management661MILLIONS
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Total Number of Accounts1,851ACCOUNTS
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Average Account Value$357,094
- A percentage of assets under your management
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