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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Caine is an Investment Advisor Representative and has been in the industry since December 1996. Brian Caine is currently registered with CSJ Wealth Management, LLC, and has 1 state exam and 1 product exam. Brian Caine is also a member of The Caine Group, Inc. which is a partial owner of CSJ Wealth Management, LLC. Brian Caine's firm, CSJ Wealth Management, LLC, has 69 total accounts, and manages approximately 58,460,817 in assets. Brian Caine specializes in Financial Planning, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for 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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/25/2013 - Present
CSJ Wealth Management, LLC (Solana Beach CA)
IA
Issued 12/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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