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Brian Scott Barbre

Ministry Partners Securities, LLC

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About Brian Scott Barbre

Brian Scott Barbre is a financial advisor who specializes in providing financial planning and selection of other advisors. Brian is associated with Ministry Partners Securities, LLC. Brian is licensed in the state of California and has been active in the industry since 2022.

Firm Information

Brian Barbre is currently registered with Ministry Partners Securities, LLC. Ministry Partners Securities, LLC is a Limited Liability Company formed in April 2010. The firm is registered with the SEC and is also registered in 26 states. They specialize in providing financial planning, referral to third-party money managers, and selection of other advisors. The firm manages approximately $17.9 million in assets for 169 clients, including individuals, charitable organizations, corporations, and high-net-worth individuals. They have a team of 4 licensed agents, investment advisor representatives, registered representatives, and investment advisory functions.

$17.94M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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referral to third-party money managers

Referral to third-party money managers

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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other

Referral fees

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Brian Barbre’s Registration & Firm History

CA

12/15/2022 - Present

Ministry Partners Securities, LLC (BREA CA)

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Licenses & Designations

BC

Issued 12/14/2022

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 12/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Scott Barbre.
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