Bradley GeissbuhlerCRD 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 10 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Global Portfolio Strategies, Inc.||Irvine, CA||Dec 2015 - Current||2|
|Prudential Insurance Company Of America||Irvine, CA||Dec 2015 - Current||2|
|Prudential Investment Management Services||Irvine, CA||Dec 2015 - Current||2|
|M Holdings Securities, Inc.||Portland, OR||May 2006 - Dec 2015||9|
|Mullintbg||Los Angeles, CA||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|
Total Assets Under Management3,993MILLIONS
Total Number of Accounts419ACCOUNTS
Average Account Value$9,530,160
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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