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Cecilia Tenner

3 Years of Experience
Rancho Palos Verdes, CA

Cecilia Tenner is a registered investment advisor at Brink Financial Group, INC., based in Rancho Palos Verdes, CA, with 3 years of industry experience. Cecilia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Rancho Palos Verdes, CA

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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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Other Business Activities

Cecilia uses Brink Financial Group, Inc. as a DBA for her advisory business. This activity is investment-related.

Employment History
Current Registrations
Brink Financial Group, INC.
June 2025 - Present · 11 mos
Previous Registrations
Western International Securities
July 2022 - June 2025 · 2 yrs 11 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
Cecilia Tenner - Financial Advisor | TrueAdvisor