ADVISOR BIO

Brendan Campbell Poole is a registered investment advisor representative with RBC Capital Markets, LLC. Brendan has been in the industry since July 2012. Brendan has a Series 7, Series 24, Series 63, and Series 65 license. Brendan has worked for multiple firms, including First Republic Securities Company, LLC and J.P. Morgan Securities LLC. Brendan is currently licensed in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Brendan Farley Carroll is a financial advisor with UBS Financial Services Inc. Brendan has been in the industry since 2012 and is registered with the state of California and Florida. Brendan has a Series 7, Series 66, and SIE licenses. Brendan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Brendan Moore is a financial advisor at Raymond James & Associates, Inc. Brendan has been in the industry since December 7, 2016. Brendan holds Series 6, 7, 63, and 66 securities licenses. Brendan is registered with the Financial Industry Regulatory Authority (FINRA) and is registered in 24 states. Brendan previously worked at Morgan Stanley and Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Brendan Robert Noonan is a financial advisor with Raymond James Financial Services Advisors, Inc. located in San Ramon, CA. Brendan is registered with the state of California and provides services for individuals, corporations, trusts, and estates. He has a strong background in the financial services industry. Brendan holds the Series 7 and 66 securities licenses, the SIE, and is a Certified Financial Planner. He is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Brendan Flynn McNamara is a financial advisor registered with LPL Financial LLC and has been in the industry since October 16, 2004. Brendan has worked with Ameriprise Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Brendan specializes in providing financial planning, consulting and other non-discretionary advisory services to individuals, businesses, and investment clubs. Brendan holds Series 7, Series 63 and Series 66 licenses and has earned the SIE designation. Brendan is currently registered with the state of Texas and California as an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

Brendan McGrath is a registered investment advisor representative with Equitable Advisors, LLC. Brendan has been in the financial services industry since 2013 and holds Series 63, 65, 7 and SIE licenses. Brendan is licensed in California, Hawaii, Louisiana and Rhode Island. Brendan is also a member of Equitable Advisors, LLC, which is a leading provider of financial services, including financial planning, investment management, and insurance.

SPECIALIZATIONS

ADVISOR BIO

Brendan Ignatius Stone is an active investment advisor representative registered with the state of California and several other states. Brendan Stone has been in the industry since January 3, 2019 and is currently employed by LPL Financial LLC in Walnut Creek, California. Brendan Stone has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining LPL Financial LLC. Brendan Stone has passed the Series 66, Series 7TO and the SIE exams.

SPECIALIZATIONS

ADVISOR BIO

Brendan McMahon is a financial advisor with over 13 years of experience in the industry. Brendan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in 26 states. Brendan offers a variety of services to individuals, families, and businesses, including portfolio management, financial planning, and retirement planning. Brendan is committed to providing personalized advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Brendan Downard is a financial advisor with J.P. Morgan Securities LLC based in El Dorado Hills, CA. Brendan has been in the financial services industry since 2023. Brendan is registered with FINRA as a Registered Representative and holds Series 66, 7TO, and SIE licenses. Brendan is also registered with the states of Arizona, California, Florida, Idaho, Kentucky, Montana, North Carolina, Oregon, South Carolina, South Dakota, Texas, and is licensed as an Investment Advisor in both California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Brendan M. White is an investment advisor representative with J.p. Morgan Securities LLC. Brendan is licensed in 32 states and has been in the industry since 2009. Brendan has experience with Chase Investment Services Corp. and Lincoln Financial Advisors Corporation. Brendan's specializations include securities, mutual funds, variable annuities, fixed annuities and life insurance. Brendan earned the Certified Financial Planner designation and is a member of FINRA. Brendan is also the owner of rental property in Baja California, Mexico.

SPECIALIZATIONS