Brian Bakaysa (CRD# 2229118) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Naples, FL and has over 30 years of experience in the finance industry.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 1135890
First Heartland Consultants, Inc.
CRD# 6314224
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Indianapolis, IN | Jun 2002 - Current | 21 |
| Charles Schwab Investment Advi | Indianapolis, IN | May 2022 - Feb 2023 | < 1 |
| Charles Schwab Investment Advisory, Inc. | Indianapolis, IN | Jan 2021 - Feb 2023 | 2 |
| Charles Schwab Bank | Indianapolis, IN | Sep 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- FL
- IN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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