Bret Borgeson (CRD# 7484489) is an Investment Advisor Representative working at Edward Jones in Anchorage, AK and has 1 year of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2022 - Current | 1 |
| Alaska Usa Fcu | Anchorage, AK | Apr 2019 - Jan 2022 | 2 |
| Unemployed | Fairbanks, AK | Dec 2018 - Apr 2019 | < 1 |
| Usps | Fairbanks, AK | Dec 2018 - Dec 2018 | < 1 |
| Ups | Fairbanks, AK | Sep 2017 - Nov 2018 | 1 |
| Unemployed | Fairbanks, AK | May 2017 - Sep 2017 | < 1 |
| Bridge House | New Orleans, LA | Nov 2016 - May 2017 | < 1 |
| University Of New Orleans | New Orleans, AK | Sep 2016 - May 2017 | < 1 |
| Various Film Production Companies / Freelance | New Orleans, LA | Jan 2014 - Sep 2016 | 2 |
| Various Film Production Companies / Freelance | New Orleans, LA | Sep 2010 - Jan 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- AK
- TX
-
Total Assets Under Management593,127MILLIONS
-
Total Number of Accounts4,558,331ACCOUNTS
-
Average Account Value$130,119
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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