Brian Caine (CRD# 2753379) is an Investment Advisor Representative working at Csj Wealth Management, LLC in Solana Beach, CA and has over 27 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Csj Wealth Management, LLC | Solana Beach, CA | Jul 2013 - Current | 10 |
| Csj Capital Advisors Inc. | Solana Beach, CA | Jan 2014 - Sep 2018 | 4 |
| Caine Capital Management | Solana Beach, CA | Dec 1996 - Dec 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- CA
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Total Assets Under Management58MILLIONS
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Total Number of Accounts69ACCOUNTS
-
Average Account Value$847,258
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA
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