Brian Kurlan
Independent Financial Advisor


1200 Prospect St , Ste 350
La Jolla CA 92037

Phone: (858) 454-3575
Fax: (858) 454-9791
Cell: (619) 602-8885
Email: Brian.Kurlan@wedbush.com

Office Hours: M-F 6:30 AM - 4:30 PM PST
Licensed in the following state(s): CA ,OH ,NY ,FL ,NC ,TX ,NH ,NJ

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As a Wedbush Securities Independent Financial Advisor, I am dedicated to serving my clients and the La Jolla community. I believe my clients come first and work to protect their financial well-being. With over 20 years of experience in the securities industry, I am committed to using my experience and knowledge to educate my clients to make informed investment decisions.

I also develop personalized investment strategies, to assist clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy that will help you achieve your financial goals.

Contact me for a complimentary portfolio review or to learn about building a portfolio to grow your financial success.

Call Brian Kurlan at (619) 602-8885 or email Brian

Background

  • Certified Public Accountant
  • Holds his Series 7 & 66 licenses
  • California State Life Insurance license #0C90391
  • BS Degree in Accounting, Minor in Business - State University of New York, Albany Business School

Areas of Specialization

About Wedbush Securities

Founded in 1955, Wedbush Securities is a leading financial firm that provides brokerage, clearing, investment banking, equity research, public finance, fixed income sales and trading, and asset management to individual, institutional and issuing clients. Headquartered in Los Angeles, with over 100 registered offices nationwide, the firm focuses on relentless service, client financial safety, continuity, and advanced technology. Wedbush Securities is the largest subsidiary of holding company WEDBUSH, Inc., which also includes affiliated firms Wedbush Capital Partners, Wedbush Opportunity Partners, Wedbush Asset Management and Lime Brokerage LLC.

Wedbush Private Client Services provides differentiated wealth management services. Wedbush Financial Advisors are dedicated to clients' financial success, establishing relationships built on trust, supported by a firm built on experience, stability and innovation.