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Wescom Financial Services | Brian Gates

1-888-4WESCOM (1-888-493-7266) ext. 5104

Brian Gates

Profile Market Summaries Newsletter
Brian Gates

Contact Information

Brian Gates

Senior Financial Advisor

1-888-493-7266 x8187
1-626-319-7907

Representing West Covina and Ontario

Wescom Financial Services
P.O. Box 7058
Pasadena, CA 91109

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Brian's Team

Diana Nash

Diana Nash

Financial Advisor

Representing Ontario

x6026

email Diana


Jennifer Espinosa

Registered Investment Associate

x6866

email Jennifer

They're here to help you!

Business Philosophy

For almost 20 years, I have provided comprehensive financial retirement and goal planning techniques. I continue to focus on my members’ individual needs through listening and understanding their concerns. I am committed to helping each member build a better financial plan for the present and the future.

About Brian

Educational Background

  • Cal State Polytechnic University — B.A.

Previous Experience

  • California Federal Investments; Merrill Lynch

Additional Qualifications

  • California Insurance Agent License #0821469

Personal Interests

  • Waterskiing, Wakeboarding, Boating, and Woodworking

Registered through our broker-dealer, Wescom Financial Services

  • Series   7 — General Securities Representative
  • Series 24 — General Securities Principal
  • Series 63 — Uniform State Law
  • Series 66 — Uniform Combined State Law

Securities State Registration

  • AZ, CA, ID, IL, FL, GA, WA