Raz Bracha (CRD# 6884352) is an Investment Advisor Representative working at The Ameriflex Group in Brea, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Brea, CA | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Brea, CA | Nov 2021 - Current | 2 |
| The Ameriflex Group, Inc. | Brea, CA | Nov 2021 - Current | 2 |
| Penn Mutual Life Insurance | Horsham, PA | Aug 2017 - Current | 6 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Nov 2017 - Nov 2021 | 4 |
| Umass Lowell | Lowell, MA | Sep 2013 - Dec 2017 | 4 |
| Ihs Market | Andover, MA | Mar 2017 - Jun 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- CA
- TX
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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