Brian Tom, financial advisor San Diego CA

Brian Tom

CRD Number: 6062039
Current Firm: Mkt Capital LLC

Brian Tom (CRD# 6062039) is an Investment Advisor Representative working at Mkt Capital LLC in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mkt Capital LLC Calabasas, CA Jan 2011 - Current 10
Piranin LLC Torrance, CA Mar 2009 - Mar 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Brian J. Tom
Phone Number: 310-751-2460
Registered State(s):
  • CA
Current Firm Details
Mkt Capital LLC
Firm's CRD Number: 163762
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $1,887,682
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA

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