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BS
CFP
BS
CFP

Brian Keith Stormont

Insight Wealth Strategies, LLC
25 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Insight Wealth Strategies, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
566 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$932.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Location

2603 Camino Ramon, Suite 350, San Ramon, CA, 94583

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Insight Wealth Strategies, LLC
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Mutual Securities, INC.Broker
April 2018 - June 2020 · 2 yrs 2 mos
Lincoln Financial Advisors Corporation
June 2012 - May 2018 · 5 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
June 2012 - May 2018 · 5 yrs 11 mos
VALIC Financial Advisors, INC.
July 2010 - June 2012 · 1 yr 11 mos
VALIC Financial Advisors, INC.Broker
June 2010 - June 2012 · 2 yrs
Proequities, INC.Broker
May 2009 - July 2010 · 1 yr 2 mos
Sunamerica Capital Services, INC.Broker
May 2007 - February 2009 · 1 yr 9 mos
Phoenix Equity Planning CorporationBroker
August 2005 - May 2007 · 1 yr 9 mos
American Express Financial Advisors, INC.
September 2004 - July 2005 · 10 mos
American Express Financial Advisors INC.Broker
August 2004 - July 2005 · 11 mos
Ids Life Insurance CompanyBroker
August 2004 - July 2005 · 11 mos
Columbia Funds Distributor, INC.Broker
July 2000 - March 2004 · 3 yrs 8 mos
Evergreen Investment Services, INC.Broker
January 2000 - July 2000 · 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Brian Keith Stormont - Financial Advisor | TrueAdvisor