Priscilla A. Brehm
Professional summary
Priscilla Ann Brehm, who also goes by Priscilla Ann Travis, Priscilla Travis, is a registered financial advisor currently at MORTON WEALTH located in Calabasas, California.
Priscilla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Priscilla has worked at 10 firms and has passed the Series 7, Series 6 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Priscilla Ann Brehm's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2006 - Present
MORTON WEALTH
Office #1: 27200 Agoura Road Suite 200, Calabasas, CA 91301May 17, 2000 - December 20, 2002
INVESTMENT SECURITY CORPORATION
July 8, 1997 - September 27, 2006
MORTON MANAGEMENT, INC.
August 29, 1996 - April 25, 2000
OGILVIE SECURITY ADVISORS CORPORATION
February 3, 1994 - November 8, 1996
FSC SECURITIES CORPORATION
February 20, 1990 - March 3, 1994
CALIFORNIA CAPITAL SERVICES, INC.
April 24, 1986 - March 11, 1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
September 8, 1984 - December 20, 1989
SHEARWATER SECURITIES CORPORATION
June 28, 1983 - July 27, 1984
FEDERATION FOR FINANCIAL INDEPENDENCE
March 10, 1982 - July 18, 1983
GREEN HILL FINANCIAL SERVICE CORPORATION
Primary Firm SEC Registration
MORTON WEALTH
CRD#: 141250 / SEC#: 801-67025
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/30/2006)
Exams
Current Firm
MORTON WEALTH
CRD#: 141250 / SEC#: 801-67025
Contact information
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,622 |
| AUM (Assets Under Management) | $ 2,956,328,474 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/31/2025 | ||
| 10/30/2023 | ||
| 06/21/2023 | ||
| 02/14/2023 | ||
| 11/28/2022 |
Red Flags
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