Bryan Brumley (CRD# 5623056) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 15 years of experience in the finance industry. Bryan Brumley 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# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2023 - Current | < 1 |
| Cooper Mcmanus | Irvine, CA | Nov 2023 - Current | < 1 |
| Securities America Inc. | Portland, OR | Oct 2015 - Nov 2023 | 8 |
| Securities America Advisors | Portland, OR | Oct 2015 - Nov 2023 | 8 |
| Financial West Group | Westlake Village, CA | Sep 2014 - Oct 2015 | 1 |
| Edward Jones | St Louis, MO | Dec 2008 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- OR
- WA
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Total Assets Under Management1,575MILLIONS
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Total Number of Accounts4,577ACCOUNTS
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Average Account Value$344,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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