Brian Padrick is a CFP-designated registered investment advisor, based in Thousand Oaks, CA, with 22 years of industry experience.
Location
515 Marin St, Suite 320, Thousand Oaks, CA, 91360
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Regulatory History (1)
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Employment Separation After Allegations
June 1988Other Business Activities
Brian owns Brian Padrick Inc, a business entity for tax/investment purposes, dedicating about a quarter of his time. He also provides investment advisory services through Wealth Enhancement Advisory Services, spending nearly full-time hours on this activity, and operates Wealth Enhancement Group as a DBA for LPL business, spending minimal time.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2025 - Present · 1 yr 6 mos
Wealth Enhancement Advisory Services, LLC
December 2024 - Present · 1 yr 7 mos
Previous Registrations
The Wealth Consulting Group
July 2023 - January 2025 · 1 yr 6 mos
LPL Financial LLC
July 2022 - March 2025 · 2 yrs 8 mos
Cornerstone Wealth Management, LLC
August 2012 - July 2023 · 10 yrs 11 mos
LPL Financial LLC
April 2012 - March 2013 · 11 mos
LPL Financial LLCBroker
April 2012 - June 2025 · 13 yrs 2 mos
Edward Jones
January 2007 - April 2012 · 5 yrs 3 mos
Edward JonesBroker
April 2003 - April 2012 · 9 yrs
State Registrations19 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.