Fmb Wealth Management
Fmb Wealth Management (CRD# 122309) is a financial advisory firm headquartered in Westlake Village, CA. They manage $451,712,421 in 794 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management452MILLION
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Total Number of Accounts794ACCOUNTS
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Average Account Value$568,907
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, MT, NV, OR, SC, TX
Jake Berman (CRD# 6905569) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 6 years of experience in the finance industry.
Grant Blindbury (CRD# 4697717) is a partner at FMB Wealth Management in Westlake Village, CA and has over 15 years of experience in the finance industry. Grant Blindbury 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Debra Fields (CRD# 3049831) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has 1 year of experience in the finance industry.
Jeremy Fields (CRD# 6144701) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 11 years of experience in the finance industry.
Andrew Miller (CRD# 6698753) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 7 years of experience in the finance industry.
Daniel Mock (CRD# 6343729) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 9 years of experience in the finance industry.
Natalia McClure (CRD# 5769587) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 10 years of experience in the finance industry.