Broker Check

The Team

Brent Greenshields

Principal/Investment Advisor Representative

(800) 260-7854

(310) 524-9414

Brent has been in the financial service industry for 25 years. His focus is to manage the account on a daily basis, making necessary changes. He has enjoyed personal investing in the financial markets since 1981 when he purchased his first stock. He is a graduate from California State Long Beach with a major in Finance. Brent has passed the series 24,7,63 exams as well as the health and life insurance exam.

Edward Berry

Investment Advisor Representative

(800) 260-7854

(310) 524-9414

Edward (Eddie) has been in the financial services industry for 25 years. His focus is working with client relations. He enjoys spending time with his wife of over 10 years and his children. He also enjoys working with college, high school and junior high students through his ministry outreach he and his wife started in 2011. Eddie has passed the series 7, 63,65 exams and has passed the life and health insurance exam as well.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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