Total Wealth Services, LLC

Keith Gray is a financial advisor at Total Wealth Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities LLC for 11 years. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations, offering financial planning, consulting, and discretionary portfolio management. The firm employs a manager- and style-agnostic approach, allocating assets to independent subadvisors and tailoring portfolios to client circumstances.

David Trejo is a financial advisor with Total Wealth Services, LLC, based in Westlake Village, CA, holding Series 63 and Series 66 designations and having 12 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, Real Talk Capital, and Mariner Independent. Outside of finance, he is a minority owner and executive producer at Viscape Arts, LLC. Total Wealth Services, LLC provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations. The firm uses a manager- and style-agnostic approach to create tailored portfolios and facilitates estate-planning through third-party technology, managing approximately $186 million across a six-advisor team.

Brandon Berman is a CFP® with 14 years of industry experience, currently serving at Total Wealth Services, LLC. His prior roles include positions at Mariner Platform Solutions, Polaris Greystone Financial Group, LLC, and J.P. Morgan Securities LLC. He is also the owner of Total Wealth Group, where he focuses on business operations and tax strategy implementation. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, utilizing diversified asset mixes and independent subadvisors to tailor portfolios to client-specific circumstances.

Joseph Migdol is a financial advisor at Total Wealth Services, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citibank and JP Morgan Securities LLC in various roles. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic investment approach, using diversified asset mixes tailored to client circumstances and generally manages portfolios on a discretionary basis.

Jacob Ferry is a financial advisor at Total Wealth Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Total Wealth Group and Mariner Independent. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, allocating assets to independent subadvisors and using diversified investments tailored to client circumstances.

Ivan Tokarev is a financial advisor with Total Wealth Services, LLC in Westlake Village, CA, holding a Series 65 designation and over seven years of industry experience. His career includes roles at Wells Fargo and Chase prior to joining Total Wealth Services. Total Wealth Services, LLC advises individuals, trusts, estates, and charitable organizations on financial planning, consulting, and wealth management, employing a manager- and style-agnostic approach that incorporates equities, bonds, ETFs, alternative investments, and independent managers to tailor portfolios to client objectives.

Nicholas Giannakopoulos is a financial advisor at Total Wealth Services, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Total Wealth Tax, PC, as well as experience in public relations and nutrition industries. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations with financial planning, consulting, and discretionary wealth and portfolio management. The firm uses a manager- and style-agnostic approach, typically allocating assets to independent subadvisors and tailoring portfolios to client circumstances.