Brian
Wiscombe
Stonecrest Wealth Management, Inc
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About this Advisor
Brian Wiscombe is a financial advisor working out of Chandler, Arizona, who has 3 years of industry experience. Wiscombe works at Stonecrest Wealth Management, Inc. During their career, Wiscombe has held roles at Arizona Counterdrug Task Force, Edward Jones, Arizona Air National Guard, Capital Analyst, Lincoln Investment, Stonecrest Wealth Management, LLC and Kingswood Capital Partners, LLC. Wiscombe has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Texas. Stonecrest Wealth Management, Inc is a business operating out of Chandler, AZ. It administers $194 million in total assets among its 843 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 843 client accounts, 26% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types charged by Stonecrest Wealth Management, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stonecrest Wealth Management, Inc Brokerage Details
$193,805,951
4
843
$229,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Wiscombe Work History
Brian has been registered as a financial advisor for 3 years.*
Stonecrest Wealth Management, LLC
Kingswood Capital Partners, LLC
Capital Analyst
Lincoln Investment
Edward Jones
Arizona Counterdrug Task Force
Arizona Air National Guard
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Wiscombe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonecrest Wealth Management, Inc
Chandler, AZ
Chandler, AZ
Chandler, AZ
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