Brooke Bordner (CRD# 5121440) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Fresno, CA and has over 17 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unionbanc Investment Services | Fresno, CA | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
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- AZ
- CA
- SC
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Total Assets Under Management1,387MILLIONS
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Total Number of Accounts3,901ACCOUNTS
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Average Account Value$355,591
- A percentage of assets under your management
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