Bradley Geissbuhler, financial advisor Irvine CA
93 score

Bradley Geissbuhler

CRD Number: 3115312
Current Firm: Global Portfolio Strategies, Inc.

Bradley Geissbuhler (CRD# 3115312) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Irvine, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Global Portfolio Strategies, Inc. Irvine, CA Dec 2015 - Current 1
Prudential Insurance Company Of America Irvine, CA Dec 2015 - Current 1
Prudential Investment Management Services Irvine, CA Dec 2015 - Current 1
Mullintbg Los Angeles, CA May 2006 - Dec 2015 9
M Holdings Securities, Inc. Portland, OR May 2006 - Dec 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2010
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Bradley A. Geissbuhler
Phone Number: 860-534-7790
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,090
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $8,026,875
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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