Brenda Coyle, financial advisor Newbury Park CA
96 score

Brenda Coyle

CRD Number: 5917659
Current Firm: C 3 Financial Strategies

Brenda Coyle (CRD# 5917659) is an Investment Advisor Representative working at C 3 Financial Strategies in Newbury Park, CA and has over 6 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
C 3 Financial Strategies Thousand Oaks, CA Dec 2012 - Current 5
Pacific Financial Strategies, Inc. Thousand Oaks, CA Apr 2011 - Jan 2017 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
Contact Info for Brenda J. Coyle
Phone Number: 805-375-8228
Registered State(s):
  • CA
Current Firm Details
C 3 Financial Strategies
Firm's CRD Number: 166000
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $101,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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