Brian HeubleinCRD Number: 714280
Current Firm: Marsha Lee & Company,inc.
Brian Heublein (CRD# 714280) is an Investment Advisor Representative working at Marsha Lee & Company,inc. in Palm Desert, CA and has over 28 years of experience in the finance industry.
Lpl Financial LLC
Rbc Capital Markets, LLC
Raymond James & Associates, Inc.
|Cetera Advisors LLC||Palm Desert, CA||Sep 2022 - Current||< 1|
|Marsha Lee And Company Inc.||Palm Desert, CA||Apr 1994 - Current||28|
|First Allied Securities, Inc.||San Diego, CA||Dec 1994 - Sep 2022||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management27MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$738,727
- Portfolio management for individuals and/or small businesses
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