Unclaimed Profile

Brenda Jean Coyle

PACIFIC FINANCIAL STRATEGIES, INC·THOUSAND OAKS, California

Series 65Clean record15 years registeredPACIFIC FINANCIAL STRATEGIES, INC

223 E. THOUSAND OAKS BLVD., SUITE 403, THOUSAND OAKS, CA 91360CRD# 5917659Firm CRD# 151434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brenda Jean Coyle · THOUSAND OAKS, CA

Registration

CRD #5917659 · PACIFIC FINANCIAL STRATEGIES, INC · 15 years registered

Brand Profile

Not yet started

Career History

C 3 FINANCIAL STRATEGIES

Jan 2013 – present

PACIFIC FINANCIAL STRATEGIES, INC

Jun 2011 – Jan 2017

THOUSAND OAKS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 2, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC FINANCIAL STRATEGIES, INC

CRD 151434 · SEC 801-70849

AUM

$138M

Regulatory assets under management

Employees

707 client accounts

Services offered by PACIFIC FINANCIAL STRATEGIES, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PACIFIC FINANCIAL STRATEGIES, INC →

Introduction

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Frequently Asked Questions

What services does Brenda Jean Coyle offer?

Brenda Jean Coyle specializes in Financial Planning, Investment Management. Contact their office in THOUSAND OAKS, California for a consultation.

What are Brenda Jean Coyle's credentials?

Brenda Jean Coyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brenda Jean Coyle located?

Brenda Jean Coyle is based in THOUSAND OAKS, California, working with PACIFIC FINANCIAL STRATEGIES, INC. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.

How does Brenda Jean Coyle charge for services?

Brenda Jean Coyle's firm is compensated through percentage of aum, other: hourly/fixed fees for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC FINANCIAL STRATEGIES, INC?

PACIFIC FINANCIAL STRATEGIES, INC has approximately 5 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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