ADVISOR BIO

Brett Zimmer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in SAN LUIS OBISPO, CA. Brett has been in the financial industry since 1987. Brett's primary focus is portfolio management for businesses and individuals. Brett holds the Series 7, Series 63, and Series 65 licenses. Brett also provides educational seminars, performance measurement reports, allocation modeling, and IPS research reports and services.

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ADVISOR BIO

Brett Adam Lemmon is an Investment Advisor Representative at Thomas Doll, a firm with over 1400 million dollars in regulatory assets under management. Brett holds a Series 65 license and is registered with the state of California. Brett has been with Thomas Doll since 2015 and has also worked at Earned Wealth and Earned Wealth Advisors, LLC. The firm specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Brett Kempton Lee is a financial advisor registered with Raymond James & Associates, Inc. Brett has been in the financial services industry since April 2015. Brett holds the Series 63, SIE and Series 52 licenses. Brett is registered to provide investment advisory services in Arizona, California, Nevada, Oregon, Utah and Washington.

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ADVISOR BIO

Brett Gallinger is a financial advisor with Transamerica Retirement Advisors, LLC. Brett has been in the financial services industry since March 28, 2012 and has a strong understanding of financial planning and retirement planning. Brett specializes in advising individuals and businesses on their investment needs. Brett is registered with the state of California.

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ADVISOR BIO

Brett Bouchet is a registered representative with Planmember Securities Corp. Brett's professional experience includes providing investment supervisory services. Brett is also a Series 6TO and SIE licensed representative.

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ADVISOR BIO

Brett Frazier is a financial advisor with Raymond James & Associates, Inc. Brett is licensed to provide investment advice in the states of California, Colorado, Connecticut, Florida, North Carolina, and Texas. Brett has been a registered advisor in the securities industry since January of 2023 and has a total of 6 years in the financial services industry. Brett holds the Series 66, Series 7TO, and SIE licenses. Brett provides investment advice for individuals, businesses, and pension and profit-sharing plans. Brett's clients include corporations, individuals, other investment advisors, and pension and profit-sharing plans. Brett also offers financial planning and portfolio management services.

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ADVISOR BIO

Brett Zylstra is a financial advisor with Morgan Stanley. Brett has been working in the financial industry since 2012 and has a wide range of experience working with clients in various industries, including insurance companies, investment companies, charitable organizations, and individuals. Brett is registered to offer financial advice in 53 states. Brett can provide financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Brett Michael Signaigo is an investment advisor representative who has been working in the financial services industry since May 2014. Brett is currently registered with LPL Financial LLC, where he has been employed since April 2021. Prior to his current role, Brett held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Brett is licensed to provide investment advice in California and holds Series 7 and Series 66 licenses.

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ADVISOR BIO

Brett Barbour Whitten is a financial advisor with UBS Financial Services Inc., working in the ROSEVILLE, CA office. Brett has been in the industry since 1987 and is registered with FINRA and the states of Arizona, California, Florida, Hawaii, Idaho, Iowa, Kansas, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, Tennessee, Texas, Utah, and Washington. Brett is a Series 7, Series 63, and Series 65 licensed professional.

SPECIALIZATIONS

ADVISOR BIO

Brett Jennings is a financial advisor associated with Ameriprise Financial Services, LLC. Brett has been working in the financial services industry for several years, and has earned the Series 7, Series 66 and SIE licenses. Brett is registered with FINRA, and the states of Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, North Carolina, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, and Wyoming.

SPECIALIZATIONS