Brigand Kline, financial advisor San Diego CA
96 score

Brigand Kline

CRD Number: 4478155
Current Firm: Mission Trails Financial

Brigand Kline (CRD# 4478155) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 15 years of experience in the finance industry. Brigand Kline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Southern Style Financial, Inc. San Diego, CA Jul 2015 - Current 1
Nautilus Advisors LLC San Diego, CA Sep 2010 - Feb 2016 5
Purshe Kaplan Sterling Investments Albany, NY Sep 2010 - Dec 2012 2
New England Securities San Diego, CA Jan 2003 - Sep 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Brigand W. Kline
Phone Number: (619) 419-0238
Registered State(s):
  • CA
  • HI
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    403
    ACCOUNTS
  • Average Account Value
    $82,995
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, HI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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