Brent Wilsey (CRD# 1263961) is an Investment Advisor Representative working at Wilsey Asset Management Incorporated in San Diego, CA and has over 37 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 |
|---|---|---|---|
| Wilsey Asset Management | San Diego, CA | Aug 2004 - Current | 19 |
| Kgtv 10 News | San Diego, CA | Nov 1996 - Dec 2014 | 18 |
| San Diego Chamber Of Commerce | San Diego, CA | Aug 1995 - Dec 2014 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- AZ
- CA
- NV
- TX
- UT
- WA
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Total Assets Under Management511MILLIONS
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Total Number of Accounts1,697ACCOUNTS
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Average Account Value$301,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, ID, LA, MT, NC, NH, NV, NY, TX, UT, VA, WA, WI
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