Brett W. Davey

QUALIFIED PLANNING

San Diego, CA 92108

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CRD#: 4983275

Professional summary

Brett William Davey, CFP®, who also goes by Brett Davey, is a registered financial advisor currently at QUALIFIED PLANNING located in San Diego, California.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brett has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Davey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett William Davey's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 18, 2019 - Present

QUALIFIED PLANNING

Office #1: 2635 Camino Del Rio South Ste. 210, San Diego, CA 92108

RIA

CRD#: 304788

San Diego, CA

Past

February 7, 2017 - December 11, 2019

QUALIFIED PLANNING

RIA

CRD#: 152546

SAN DIEGO, CA

Past

November 13, 2014 - February 2, 2017

PURE FINANCIAL ADVISORS, LLC

RIA

CRD#: 144316

SAN DIEGO, CA

Past

April 22, 2010 - December 17, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN DIEGO, CA

Past

August 14, 2009 - December 17, 2012

LPL FINANCIAL LLC

CRD#: 6413

SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/18/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/21/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/13/2009

General Securities Representative Examination

Current Firm

QUALIFIED PLANNING

FREEDOM INSURANCE SOLUTIONS, INC. DBA J.R. FINANCIAL & INSURANCE SERVICES | STRATEGY SQUAD | QUALIFIED PLANNING | IRA SOLUTIONS, INC.

CRD#: 304788 / SEC#:

California

Registered Investment Advisory firm - (10/18/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/25/2019 Approved)

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Contact information

Main Address

2635 Camino Del Rio South Ste. 210, San Diego, CA 92108

Mailing Address

Phone number

(619) 309-4700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 36,013,116

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brett W. Davey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett William Davey's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUALIFIED PLANNING

QUALIFIED PLANNING

PURE FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/21/2010

Series 7

Date: 8/13/2009

Current Firm

QUALIFIED PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUALIFIED PLANNING

TRUST BUT VERIFY

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