BS
Brent A. Seehusen
WHITE SAIL ADVISORS LLC
Huntington Beach, CA
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CRD#: 7395943
BS
Professional summary
Brent A Seehusen is a registered financial advisor currently at WHITE SAIL ADVISORS LLC located in Huntington Beach, California.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brent has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
B & S Properties; 4622 Minuet Dr., Huntington Beach, CA 92649; investment related; Owner since 11/2014; rental property business; 20 hrs/month
CRS (Client Relationship Summary) - RIA
Click below to view Brent A Seehusen'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®
NoneExperience
Current
July 20, 2021 - Present
WHITE SAIL ADVISORS LLC
RIA
CRD#: 315447
Huntington Beach, 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(7/20/2021)
Current Firm
WS
WHITE SAIL ADVISORS LLC
WHITE SAIL ADVISORS LLC
CRD#: 315447 / SEC#:
California
Registered Investment Advisory firm - (7/20/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Huntington Beach, CA
Mailing Address
Phone number
(714) 614-1731
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 4,500,000 |
Red Flags
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