Western International Securities
Western International Securities (CRD# 39262) is a financial advisory firm headquartered in Pasadena, CA. They manage $900,000,000 in 3,400 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management900MILLION
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Total Number of Accounts3,400ACCOUNTS
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Average Account Value$264,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Gerard Gloisten (CRD# 2579962) is an Investment Advisor Representative working at Western International Securities in Santa Rosa, CA and has over 21 years of experience in the finance industry. Gerard's focus is on Retirement plans, working with individuals and businesses. Gerard is a Branch Manager/OSJ overseeing over 30 investment representatives in 5 states.
Christopher Browning (CRD# 4786391) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 10 years of experience in the finance industry.
John Egan (CRD# 2221733) is an Investment Advisor Representative working at Western International Securities in Glendora, CA and has over 25 years of experience in the finance industry. John Egan 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Patrick Egan (CRD# 2973478) is an Investment Advisor Representative working at Western International Securities in Glendora, CA and has over 19 years of experience in the finance industry. Patrick Egan 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 put clients' interests first and comply with the Financial Planning Practice Standards.
James Fanelli (CRD# 2442584) is an Investment Advisor Representative working at Western International Securities in Miami, FL and has over 23 years of experience in the finance industry. James Fanelli 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Gilliland (CRD# 1291796) is an Investment Advisor Representative working at Western International Securities in Rolling Hills Estates, CA and has over 30 years of experience in the finance industry. Richard Gilliland 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 put clients' interests first and comply with the Financial Planning Practice Standards.
John Holmquist (CRD# 4266841) is an Investment Advisor Representative working at Western International Securities in Cerritos, CA and has over 16 years of experience in the finance industry. John Holmquist 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Bradley Kaiser (CRD# 2523397) is an Investment Advisor Representative working at Western International Securities in Pasadena, CA and has over 13 years of experience in the finance industry.
Arthur Lane (CRD# 1949424) is an Investment Advisor Representative working at Western International Securities in Reno, NV and has over 28 years of experience in the finance industry. Arthur Lane 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Evan Ocepek (CRD# 5843334) is an Investment Advisor Representative working at Western International Securities in Newport Beach, CA and has over 6 years of experience in the finance industry. Evan Ocepek 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 put clients' interests first and comply with the Financial Planning Practice Standards.