Bret Poland, financial advisor Brush CO

Bret Poland

CRD Number: 2295428
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Bret Poland (CRD# 2295428) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brush, CO and has over 19 years of experience in the finance industry.
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Company Name Location Dates Years
Bank Of Colorado Investment Services-rj Brush, CO Jul 2017 - Current 6
Raymond James Financial Services Advisors, Inc. Brush, CO Jan 2009 - Current 15
Raymond James Financial Services Brush, CO Mar 2008 - Current 16
Bank Of Colorado Brush, CO Mar 2008 - Current 16
Just What Grows Gardens LLC Brush, CO Jun 2011 - Aug 2019 8
Morgan County Economic Development Board Morgan, CO Apr 2008 - Apr 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Feb 2007
Disclosure Information

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
Contact Info for Bret A. Poland
Phone Number: 727-567-3020
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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