Brian
Wolff
Pure Financial Advisors, LLC
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About this Advisor
Brian Wolff is a certified financial planner working in San Diego, California who has 3 years of relevant experience. Wolff is an advisor for Pure Financial Advisors, LLC. Their career trajectory has included roles at Vision Video Interactive, Wwm Financial, Pure Financial Advisors, LLC and Purshe Kaplan Sterling Investments. Wolff has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California. Pure Financial Advisors, LLC is a financial advisory business based in San Diego, CA. It has offices in six locations and a total of 123 financial advisors. It manages $5 billion in assets between its 14,757 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises two charitable organizations. Of its 14,757 client accounts, 44% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Pure Financial Advisors, LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fee schedules largely vary depending on the services offered. However, fee types billed by Pure Financial Advisors, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pure Financial Advisors, LLC Brokerage Details
$4,600,614,925
123
14,757
$311,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Brian Wolff Work History
Brian has been registered as a financial advisor for 3 years.*
Pure Financial Advisors, LLC
Purshe Kaplan Sterling Investments
Wwm Financial
Vision Video Interactive
*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 Wolff 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 Pure Financial Advisors, LLC
San Diego, CA
Irvine, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Northbrook, IL
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
