Sean Bradford (CRD# 5175601) is an Investment Advisor Representative working at Speiro Investments, LLC in Lakeside, CA and has over 17 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Speiro Investments, LLC | El Cajon, CA | May 2014 - Current | 9 |
| Windows Of Opportunity | El Cajon, CA | Sep 2003 - Jan 2015 | 11 |
| Prime Capital Equities | San Diego, CA | Jun 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- CA
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$657,135
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA
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