David Brenner (CRD# 1370881) is an Investment Advisor Representative working at D. M. Brenner, Inc. in Solana Beach, CA and has over 38 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.m. Brenner, Inc. | Encinitas, CA | May 2013 - Current | 10 |
| Fortune Financial Services, Inc. | New Brighton, PA | May 2013 - Oct 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
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Total Assets Under Management161MILLIONS
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Total Number of Accounts396ACCOUNTS
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Average Account Value$405,657
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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