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Brian Jay Wolff

Pure Financial Advisors, LLC

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About Brian Jay Wolff

Brian Wolff is a financial advisor with over 10 years of experience in the financial services industry. Brian is a Certified Financial Planner™ professional and a Registered Investment Advisor. Brian has previously worked with WWM Financial and is currently with Pure Financial Advisors, LLC. Brian focuses on providing financial advice and investment management services to individuals, families, and small businesses.

Firm Information

Brian Wolff is currently registered with Pure Financial Advisors, LLC. Pure Financial Advisors, LLC is a financial advisor based in San Diego, California. They provide a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and charitable organizations. The firm has over 56 investment advisor representatives and manages approximately $6.3 billion in assets for over 17,000 clients.
Pure Financial Advisors, LLC

3131 CAMINO DEL RIO N

SAN DIEGO, CA 92108

$6.29B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Wolff’s Registration & Firm History

CA

04/13/2020 - Present

Pure Financial Advisors, LLC (SAN DIEGO CA)

CA

02/23/2017 - 04/03/2017

PURSHE KAPLAN STERLING INVESTMENTS (CARLSBAD CA)

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Licenses & Designations

BC

Issued 03/20/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Jay Wolff.
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