Bret Feldman, financial advisor Lone Tree CO
93 score

Bret Feldman

CRD Number: 5535297
Current Firm: Charles Schwab & Company, Inc.

Bret Feldman (CRD# 5535297) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Feldman Family Enterprises LLC Ocala, FL Jun 2013 - Current 3
Charles Schwab & Company, Inc. Commerce City, CO May 2008 - Current 8
Kcm Asset Management Deland, FL Feb 2007 - May 2008 1
School Inverness, FL May 1998 - May 2008 10
Bent Oak Farm Inc. Belleview, FL Jun 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Bret F. Feldman
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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