Breanna Stott, financial advisor Encino CA
93 score

Breanna Stott

CRD Number: 5554829
Current Firm: Finwell, Inc.

Breanna Stott (CRD# 5554829) is an Investment Advisor Representative working at Finwell, Inc. in Encino, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Finwell, Inc. Encino, CA Feb 2017 - Current 1
Mufg Union Bank Beverly Hills, CA Jun 2015 - Aug 2017 2
Wells Fargo Advisors LLC Pacific Palisades, CA Jan 2011 - May 2015 4
Wells Fargo Bank Pacific Palisades, CA Aug 2007 - May 2015 7
University Of Phoenix Long Beach, CA Feb 2007 - Jan 2012 4
Wells Fargo Investments, LLC Simi Valley / Thousand Oaks, CA Jun 2008 - Jan 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Breanna M. Stott
Phone Number: 888-310-3462
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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