Brendan Erne, financial advisor San Francisco CA
96 score

Brendan Erne

CRD Number: 4559368
Current Firm: Personal Capital Advisors Corporation

Brendan Erne (CRD# 4559368) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in San Francisco, CA and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Personal Capital Advisors San Francisco, CA Sep 2011 - Current 5
Unemployed San Francisco, CA Oct 2010 - Sep 2011 < 1
Structural Investment Management San Francisco, CA Apr 2010 - Sep 2010 < 1
Fisher Invesments, Inc. Woodside, CA Mar 2004 - Apr 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Brendan J. Erne
Phone Number: 415-800-5922
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,128
    MILLIONS
  • Total Number of Accounts
    16,906
    ACCOUNTS
  • Average Account Value
    $125,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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