Lyle BrandtCRD Number: 1275304
Current Firm: Watermark Asset Management, Inc.
Lyle Brandt (CRD# 1275304) is an Investment Advisor Representative working at Watermark Asset Management, Inc. in San Ramon, CA and has over 33 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Watermark Asset Management, Inc.||San Ramon, CA||Jan 2012 - Current||6|
|Peak Capital Management, Inc.||Danville, CA||Mar 1998 - Dec 2011||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
Total Assets Under Management346MILLIONS
Total Number of Accounts1,036ACCOUNTS
Average Account Value$333,864
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, TX, WA