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Wescom Financial Services | Brian Gates

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1-888-879-0558 ext. 5104 Make an Appointment

Brian Gates

Brian Gates

Contact Information

Brian Gates

Wealth Advisor

1-888-879-0558 x8187
1-626-319-7907

Representing Anaheim Operations Center

Available by Appointment

Wescom Financial Services
5601 E. La Palma Ave.
Anaheim, CA 92807

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Brian's Team

Jennifer Espinosa

Jennifer Espinosa

Registered Investment Associate

x6866

email Jennifer

She's here to help you!

Business Philosophy

As a Wescom Financial Services (WFS) Financial Advisor, I am dedicated to you and your individual investment needs. Whether you're an experienced investor or just beginning, I am here to listen to you and provide you with advice tailored to the specific needs of you and your family. I take pride in establishing one-on-one, long-term relationships with my clients. My goal is to completely understand your financial aspirations in order to develop the right custom plan to meet your financial needs. Your dreams, our purpose.

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, OH, VA, WA