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Ryan S Brizendine

Westshore Wealth

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About Ryan S Brizendine

Ryan Brizendine is a financial advisor at Westshore Wealth. Ryan is a Certified Financial Planner and has been in the industry since 2007. Ryan's experience includes roles at Barclays Capital Inc. and Sanford C. Bernstein & Co., LLC. Ryan holds Series 7, 63 and 66 licenses. Ryan specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Ryan Brizendine is currently registered with Westshore Wealth. Westshore Wealth is a registered investment advisor based in Newport Beach, California. They manage approximately $473.76 million in assets for 692 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Westshore Wealth provides financial planning, portfolio management for individuals, and pension consulting services.
Westshore Wealth

4041 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$473.76M

Assets Under Management

8

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Ryan Brizendine’s Registration & Firm History

CA

06/02/2016 - Present

Westshore Wealth (NEWPORT BEACH CA)

CA

11/17/2008 - 07/25/2013

BARCLAYS CAPITAL INC. (LOS ANGELES CA)

CA

10/23/2007 - 11/24/2008

SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 12/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan S Brizendine.
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