Brenda Friederich, financial advisor Morgan Hill CA
96 score

Brenda Friederich

CRD Number: 4630119
Current Firm: Rnp Advisory Services, Inc.

Brenda Friederich (CRD# 4630119) is an Investment Advisor Representative working at Rnp Advisory Services, Inc. in Morgan Hill, CA and has over 13 years of experience in the finance industry. Brenda Friederich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rnp Advisory Services Inc. San Jose, CA Jan 2006 - Current 10
The O.n. Equity Sales Company Cincinnati, OH Feb 2005 - Current 11
Ohio National Life Insurance Company Cincinnati, OH Sep 2003 - Current 13
Eplanning Securities Inc. San Jose, CA Jan 2006 - Dec 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Brenda L. Friederich
Phone Number: 408-779-0699
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    300
    MILLIONS
  • Total Number of Accounts
    910
    ACCOUNTS
  • Average Account Value
    $330,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, OR, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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