BC
Brett Coons
from Edelman Financial Engines
Brett Coons is a financial advisor based in California, Santa Clara,
with 11 years of experience. Brett currently works for
Edelman Financial Engines.
Brett maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brett Coons works at Edelman Financial Engines
Edelman Financial Engines is a financial advisory firm based in Santa Clara, California. It currently has approximately $241,970,176,743 of assets under management and employs about 1514 people. Edelman Financial Engines uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and set-up fees & related svcs; reimbursements for printed materials.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees, fixed fees and set-up fees & related svcs; reimbursements for printed materials
Office location
3315 Scott Blvd, 4th Floor, Santa Clara, California, 95054
Advisor can help with
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