Wbb Securities, LLC

Wbb Securities, LLC (CRD# 118440) is a financial advisory firm headquartered in San Diego, CA. They manage $11,465,000 in 106 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $108,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, CT, FL, MO, NJ, NY, PA, UT

Financial Advisors at Wbb Securities, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Andrew J. Kleinberg
CRD#: 1814875
3456 Camino Del Rio North, Suite 212, San Diego, CA 92108
96
Wealthminder
score

Andrew Kleinberg (CRD# 1814875) is an Investment Advisor Representative working at Wbb Securities, LLC in San Diego, CA and has over 27 years of experience in the finance industry.

2
Stephen G. Brozak
CRD#: 1539206
67 Walnut Avenue, 5th Floor, Clark, NJ 07066
93
Wealthminder
score

Stephen Brozak (CRD# 1539206) is an Investment Advisor Representative working at Wbb Securities, LLC in Clark, NJ and has over 31 years of experience in the finance industry.

3
Paul E. Fritch
CRD#: 3226397
Granada Hills, CA
93
Wealthminder
score

Paul Fritch (CRD# 3226397) is an Investment Advisor Representative working at Wbb Securities, LLC in Granada Hills, CA and has over 18 years of experience in the finance industry.

4
Norman Merems
CRD#: 1341574
Newport Coast, CA
93
Wealthminder
score

Norman Merems (CRD# 1341574) is an Investment Advisor Representative working at Wbb Securities, LLC in Newport Coast, CA and has over 29 years of experience in the finance industry.

5
Jeffrey A. Hoehner
CRD#: 5101107
San Diego, CA
81
Wealthminder
score

Jeffrey Hoehner (CRD# 5101107) is an Investment Advisor Representative working at Wbb Securities, LLC in San Diego, CA and has over 11 years of experience in the finance industry.

6
Matthew Miller
CRD#: 2229977
3456 Camino Del Rio North, Suite 212, San Diego, CA 92108
81
Wealthminder
score

Matthew Miller (CRD# 2229977) is an Investment Advisor Representative working at Wbb Securities, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

7
Michelle D. Thomas
CRD#: 2210435
3456 Camino Del Rio North, Suite 212, San Diego, CA 92108
81
Wealthminder
score

Michelle Thomas (CRD# 2210435) is an Investment Advisor Representative working at Wbb Securities, LLC in San Diego, CA and has over 17 years of experience in the finance industry.

8
Gary R. Gygi
CRD#: 1577760
Cedar Hills, UT
63
Wealthminder
score

Gary Gygi (CRD# 1577760) is an Investment Advisor Representative working at Wbb Securities, LLC in Cedar Hills, UT and has over 28 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.