Brian Keith Stormont

Employer firm

Insight Wealth Strategies, LLC CRD 293644

$1.06B regulatory AUM 48 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 04/2018
  Lincoln Financial Advisors
  San Ramon, CA
• 04/2018 → 06/2020
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2018 → Present
  Insight Wealth Strategies, Llc.
  San Ramon, CA

Previous Registrations

• 2012-06-14 → 2018-05-02
  Osaic Fa, Inc.
  San Ramon, CA
  Point Richmond, CA
  Livermore, CA
  San Ramon, CA
• 2010-07-02 → 2012-06-14
  Valic Financial Advisors, Inc.
  Oakland, CA
• 2004-09-02 → 2005-07-25
  Ameriprise Financial Services, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2010-07-01
• S65 Uniform Investment Adviser Law Examination
  2004-09-01
• S63 Uniform Securities Agent State Law Examination
  2000-03-09

Designations

• Certified Financial Planner

Other Names

• Brian Keith Stormont
• Brian K Stormont