BB
CFP
BB
CFP

Bryan Edgar Brumley

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,238 clients
Average Client Portfolio
$791K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5K
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Location

9870 Research Drive, Irvine, CA, 92618

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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 ActivitiesSells Insurance

Bryan owns Fair Planet Advisors, dedicating nearly full-time hours to the business and trading activities. He is also an independent insurance agent for various companies through Bryan Brumley, LLC, spending minimal time on this activity.

Employment History
Current Registrations
Cooper Mcmanus
November 2023 - Present · 2 yrs 3 mos
Cambridge Investment Research, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Cambridge Investment Research, INC.
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Securities America Advisors, INC.
October 2015 - December 2023 · 8 yrs 2 mos
Securities America, INC.Broker
October 2015 - December 2023 · 8 yrs 2 mos
Financial West Group
September 2014 - October 2015 · 1 yr 1 mo
Financial West GroupBroker
September 2014 - October 2015 · 1 yr 1 mo
Edward Jones
February 2009 - September 2014 · 5 yrs 7 mos
Edward JonesBroker
February 2009 - September 2014 · 5 yrs 7 mos
State Registrations3 states
DCORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bryan Edgar Brumley - Financial Advisor | TrueAdvisor