Brittany Slater-Gautreau (CRD# 4885737) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 9 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 |
|---|---|---|---|
| American Trust Investment Services, Inc. | Newport Beach, CA | Nov 2020 - Current | 3 |
| Clarity Capital Partners | Newport Beach, CA | Nov 2013 - Current | 10 |
| Westpark Capital Inc. | Newport Beach, CA | Nov 2017 - Oct 2020 | 2 |
| Niagara International Capital Limited | Newport Beach, CA | Feb 2014 - Nov 2017 | 3 |
| Alpha Cubed Investments, LLC | Irvine, CA | Jun 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
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 Management371MILLIONS
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Total Number of Accounts974ACCOUNTS
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Average Account Value$381,334
- A percentage of assets under your management
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AZ, CA, CO, FL, ID, MT, NV, OR, TX, VT, WA
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