Bryan Karcher, financial advisor Menlo Park CA
96 score

Bryan Karcher

CRD Number: 1884619
Current Firm: Alan Biller And Associates

Bryan Karcher (CRD# 1884619) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 27 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor Menlo Park CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor Menlo Park CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
William Martin, financial advisor Menlo Park CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Professional Designations
Company Name Location Dates Years
Alan Biller And Associates Menlo Park, CA Mar 2013 - Current 3
Calpers Sacramento, CA Jun 2007 - Feb 2013 5
E*trade Financial Arlington, VA Aug 2002 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
Contact Info for Bryan E. Karcher
Phone Number: 650-328-7283
Firm Website: http://www.adbiller.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    33,628
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $2,241,855,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, KY, NY, WA

Ready to hire a financial advisor? Get competitive proposals from Bryan Karcher and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.