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Brent M. Wilsey


With over 20 years experience in financial management, Brent Wilsey has owned and operated his own Linsco/Private Ledger branch office in San Diego's Golden Triangle since 1992. As an LPL financial advisor, Wilsey offers day-to-day investment guidance to private individuals and corporations. A five year winner of LPL's Outstanding Client Service Award, and runner up for best talk show host at the 1999 and 2001 San Diego Achievement in Radio Awards, Wilsey's client relationships are grounded in the same exemplary service philosophy maintained by LPL, the #1 independent brokerage firm in the country*.

Independent, unbiased, "no strings attached", financial advice where the customer's best interest controls every recommendation.

Wilsey's credibility and expertise have earned him the honor of serving as a guest commentary on Channel 10 KGTV from1995 to 1997. From 1995 to 1998, Wilsey was a radio talk show host of Smart Investing, KCEO AM 1000 every weekday morning at 9:00 a.m., then on KSDO AM 1130 from July 1999 to June 2000. Wilsey provides listeners with market updates, breaking financial news, buy/sell/hold on stocks and mutual funds, along with other investment tips. Currently, the Smart Investing Show can now be heard Saturday mornings on KFMB AM 760 from 8-10:00 a.m.. A weekly article can also be seen every Monday in the San Diego Daily Transcript, which focuses on the fundamentals of investing.

Wilsey's financial career including working as an Accountant for Foodmaker, Inc., as a Registered Representative for the Principle Financial Group, and as an Investment Director for Pamco Securities in the mid-80's. In the latter role, Wilsey was one of the first people in Southern California to work in investments inside a bank, investing and managing an average of nearly $45 million in investments for Great American First Savings Bank.

An avid self-educator, Wilsey's daily routine starts at 5:30 a.m. with CNBC, followed by Internet reading with the Associated Press and Stand & Poors, and local financial updates from the Union-Tribune's business section. He is committed to meeting his customer's and listeners' needs with accurate, day-to-day servicing of accounts via active participation in all stock exchanges, including NYSE, AMEX and the OTC market.

An accounting graduate of National University, Wilsey received his MBA degree from the same institution in 1986. His various licenses and designations include a Life and Health Insurance License, and Series 7 NASD Registered Representative and Series 24 NASD Registered Principal designations. He is also an Investment Advisory Representative for the State of California. Wilsey currently resides in Poway with his wife and their three children.

(*based on previous revenues as reported by Financial Planning, June 1996-01) Smartinvesting2000@yahoo.com

 

 



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