Thomas Bray (CRD# 6022307) is an Investment Advisor Representative working at Bray Financial Advisors LLC in Mill Valley, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bray Financial Advisors LLC | Mill Valley, CA | Apr 2018 - Current | 6 |
| Unemployed | Mill Valley, CA | Aug 2015 - Mar 2018 | 2 |
| Charles Schwab Investment Management & Charles Schwab & Company, Inc. | San Francisco, CA | Jan 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- CA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$261,747
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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