Brendan Mcmurtrie is a CFP-designated registered investment advisor, based in San Diego, CA, with 23 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10920 Via Frontera, Suite 500, San Diego, CA, 92127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brendan owns two rental properties in San Diego County since 2012, supervising and maintaining them. He dedicates a few hours per week to each property.
Employment History
Current Registrations
Financial Sense Securities, INC.Broker
Financial Sense Advisors, INC.
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Morgan Stanley Dw INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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