Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandt? Claim Your ProfileBrandt Laurence Kuhn is a financial advisor currently registered with Beacon Pointe Advisors, LLC and is licensed in California. Brandt has been in the industry since 2007 and holds the Series 7, Series 66, and SIE securities licenses. Brandt is also a Certified Financial Planner and has been registered with PURSHE KAPLAN STERLING INVESTMENTS and BCG SECURITIES, INC. Brandt specializes in Portfolio Management for Individuals, Businesses, Investment Companies and Pooled Investment Vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/12/2017 - Present
Beacon Pointe Advisors, LLC (PALM DESERT CA)
CA
08/27/2010 - 07/11/2017
PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)
CA
10/06/2009 - 09/27/2010
BCG SECURITIES, INC. (MARINA DEL REY CA)
CA
01/09/2007 - 09/16/2009
LPL FINANCIAL CORPORATION (PALM DESERT CA)
BOTH
Issued 08/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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