Brett William Davey

CFP

Qualified Planning

13 Years of Experience

View SEC Summary

Areas of Practice

Insurance Planning

Qualified Planning

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

152 clients

Average Client Portfolio

$237K average

Assets Under Management

$36.0M

Location

2635 Camino Del Rio South, Ste. 210, San Diego, CA, 92108

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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.

Employment History

Current Registrations

Qualified Planning

October 2019 - Present · 6 yrs 4 mos

Previous Registrations

Qualified Planning

February 2017 - December 2019 · 2 yrs 10 mos

Pure Financial Advisors, INC.

November 2014 - February 2017 · 2 yrs 3 mos

LPL Financial LLC

April 2010 - December 2012 · 2 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.