Bryan Buchert (CRD# 6313198) is an Investment Advisor Representative working at Kera Capital Partners in San Jose, CA and has over 9 years of experience in the finance industry. Bryan Buchert 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# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kera Capital Partners, Inc. | Sacramento, CA | Mar 2021 - Current | 3 |
| Citigroup | Sacramento, CA | Aug 2017 - Mar 2021 | 3 |
| Bank Of America, N.a. | Folsom, CA | Apr 2015 - Aug 2017 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Folsom, CA | Mar 2015 - Aug 2017 | 2 |
| Mml Investors Services LLC | Walnut Creek, CA | Apr 2014 - Mar 2015 | < 1 |
| Massmutual Life Insurance Company | Walnut Creek, CA | Feb 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2014 |
- CA
- TX
-
Total Assets Under Management508MILLIONS
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Total Number of Accounts568ACCOUNTS
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Average Account Value$893,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, IL, LA, NY, OR, TX, UT, VA, WA
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