Brenda CoyleCRD Number: 5917659
Current Firm: Pacific Financial Strategies, Inc.
Brenda Coyle (CRD# 5917659) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 5 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
Felicitas Investors LLC
|C 3 Financial Strategies||Thousand Oaks, CA||Dec 2012 - Current||3|
|Pacific Financial Strategies, Inc.||Thousand Oaks, CA||Apr 2011 - Current||5|
|Itt Force Protection Systems||Thousand Oaks, CA||Jan 2003 - Mar 2011||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management100MILLIONS
Total Number of Accounts646ACCOUNTS
Average Account Value$154,952
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops