Bradley Shammas (CRD# 5904270) is an Investment Advisor Representative working at Creativeone Securities, LLC in Anaheim, CA and has over 7 years of experience in the finance industry. Bradley Shammas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Client One Securities, LLC | Tustin, CA | Nov 2016 - Current | 7 |
Iwm Financial, Inc. | Tustin, CA | Aug 2016 - Current | 7 |
Sii | Gold River, CA | Oct 2016 - Nov 2016 | < 1 |
Conaway And Conaway | Tustin, CA | Nov 2010 - Oct 2016 | 5 |
Usa Financial Securities | Ada, MI | Oct 2015 - May 2016 | < 1 |
J P Turner & Company LLC | Tustin, CA | Mar 2011 - Oct 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- VA
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Total Assets Under Management1,719MILLIONS
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Total Number of Accounts22,082ACCOUNTS
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Average Account Value$77,839
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