Unclaimed
Brenton Boyle Armstrong is a financial advisor at Weatherly Asset Management in Del Mar, CA. Brenton has been in the industry since 2008 and has a Series 65 license and a Series 3 license. Brenton has a long history of serving individual and corporate clients. Brenton is a Certified Financial Planner and has experience in various financial planning areas, including portfolio management for individuals and businesses, as well as pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of assets under advisement
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2
CA
02/26/2008 - Present
Weatherly Asset Management (DEL MAR CA)
IA
Issued 02/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2010
Series 3 - National Commodity Futures Examination
Active
Inactive
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