Brenda Coyle (CRD# 5917659) is an Investment Advisor Representative working at C 3 Financial Strategies in Newbury Park, CA and has over 12 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C 3 Financial Strategies | Thousand Oaks, CA | Dec 2012 - Current | 11 |
| Pacific Financial Strategies, Inc. | Thousand Oaks, CA | Apr 2011 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- CA
-
Total Assets Under Management8MILLIONS
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Total Number of Accounts82ACCOUNTS
-
Average Account Value$94,483
- 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
- Educational seminars/workshops
CA
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