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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 Cleugh is an investment advisor representative at Rhubarb Investments, LLC in Huntington Beach, California. Brian has been in the industry since April 2008. Brian has a Series 65 license and has been registered with the state of California since January 4, 2017. Brian specializes in portfolio management for individuals. Brian is also a licensed California real estate broker.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/04/2017 - Present
Rhubarb Investments, LLC (HUNTINGTON BEACH CA)
IA
Issued 09/24/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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