Brian Brummell (CRD# 3087263) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 25 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accelerate Retirement | Aliso Viejo, CA | May 2023 - Current | < 1 |
| Alkeme Financial Services | Ladera Ranch, CA | Oct 2021 - Current | 2 |
| Exeter Financial, LLC | Scottsdale, AZ | Jan 2017 - Current | 7 |
| Nfp Retirement | Aliso Viejo, CA | Aug 2022 - Jul 2023 | < 1 |
| Venture Pacific Financial Services, LLC | Ladera Ranch, CA | Dec 2016 - Oct 2021 | 4 |
| Nuveen Asset Management, LLC | Chicago, IL | Oct 2000 - Sep 2016 | 15 |
| Nuveen Investments | Chicago, IL | Oct 2000 - Sep 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- CA
-
Total Assets Under Management104MILLIONS
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Total Number of Accounts364ACCOUNTS
-
Average Account Value$285,718
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, GA, MD, NC, NE, NJ, PA, TX, VA
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