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Wescom Financial Services | Brian Gates

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

Brian Gates

Brian Gates

Contact Information

Brian Gates

Wealth Advisor

Available by Appointment

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

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

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Brian's Team

Jennifer Espinosa

Registered Investment Associate

x6866

email Jennifer

She's here to help you!

Business Philosophy

For more than 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, OH, VA, WA