Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Zeek is a Registered Investment Advisor representative at Simplicity Wealth, where Brian specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Brian has been in the financial services industry since 2004 and has experience working with both high-net-worth individuals and individuals other than high-net-worth. Brian also holds an insurance license and offers clients advice or products related to insurance from time to time. Clients should be aware that these services are commissionable, involve a conflict of interest, and may conflict with the fiduciary duties of a registered investment adviser.
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.
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.
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
02/19/2025 - Present
Simplicity Wealth (San Diego CA)
Active
Inactive
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