Brett
Griffin
Davies Financial Advisors, Inc
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About this Advisor
Brett Griffin is a financial advisor based in Murrieta, California, working with Davies Financial Advisors, Inc. Brett has previously held positions at Davies Financial Advisors, Inc, Charles Schwab & Co., Inc, and Charles Schwab Bank Ssb. Brett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Brett is part of Davies Financial Advisors, Inc, which operates out of Murrieta, California. The firm has 8 employees and manages assets totaling $165.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Davies Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Davies Financial Advisors, Inc Brokerage Details
$165,308,484
8
480
$344,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Brett Griffin Work History
Davies Financial Advisors, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank Ssb
Disclosures
Please visit the SEC profile of Brett Griffin 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 Davies Financial Advisors, Inc
Murrieta, CA
Murrieta, CA
Murrieta, CA
Murrieta, CA
Murrieta, CA
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