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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Bright is a registered Investment Advisor Representative with Precept Advisory Group LLC. Linda has been with Precept since January 2010. Linda obtained her Series 65 in 2010. Linda is registered with the state of California and Texas. Precept Advisory Group LLC is a registered Investment Advisor with the state of California. Precept Advisory Group LLC provides advisory services to pension and profit-sharing plans and corporations or other businesses. Precept Advisory Group LLC has approximately $4.27 Billion in regulatory assets under management.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
05/16/2017 - Present
Precept Advisory Group LLC (IRVINE CA)
IA
Issued 12/07/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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