BH
Brian Halbert
from Pensionmark Financial Group, LLC
Brian Halbert is a financial advisor based in California, Santa Barbara,
with 11 years of experience. Brian currently works for
Pensionmark Financial Group, LLC.
Brian 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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Brian Halbert works at Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $10,340,969,284 of assets under management and employs about 244 people. Pensionmark Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
24 E. Cota Street, Suite 200, Santa Barbara, California, 93101
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