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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 Matthew Padrick is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with LPL Financial LLC and The Wealth Consulting Group. Brian provides investment advisory services through Cornerstone Financial Advocates, WCG Wealth Advisors, LLC, and The Wealth Consulting Group, independent investment advisor firms. Brian holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Brian is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/25/2022 - Present
LPL Financial LLC (THOUSAND OAKS CA)
CA
04/29/2003 - 04/12/2012
EDWARD JONES (NEWBURY PARK CA)
BOTH
Issued 01/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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