Brent Wilsey, financial advisor San Diego CA
93 score

Brent Wilsey

CRD Number: 1263961
Current Firm: Wilsey Asset Management Incorporated

Brent Wilsey (CRD# 1263961) is an Investment Advisor Representative working at Wilsey Asset Management Incorporated in San Diego, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Wilsey Asset Management Poway, CA Aug 2004 - Current 12
Kgtv 10 News San Diego, CA Nov 1996 - Dec 2014 18
San Diego Chamber Of Commerce San Diego, CA Aug 1995 - Dec 2014 19
Linsco/private Ledger Corp. San Diego, CA Apr 1992 - Jan 2012 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Jul 1986
Contact Info for Brent M. Wilsey
Phone Number: 858-546-4306
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $171,908
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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