Brian Heublein, financial advisor Palm Desert CA

Brian Heublein

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Brian W. Heublein
Phone Number: 760-776-4577
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $738,727
Compensation Options
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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