Bret Estep (CRD# 4201117) is an Investment Advisor Representative working at Alliancebernstein LP in Nashville, TN and has over 23 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth, TX | Jul 2018 - Current | 5 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jul 2018 - Current | 5 |
| First Command Insurance Serivces, Inc. | Fort Worth, TX | Jul 2018 - Current | 5 |
| The Prudential Insurance Company Of America | Atlanta, GA | Feb 2018 - Jun 2018 | < 1 |
| Pruco Securities, LLC | Atlanta, GA | Jan 2018 - Jun 2018 | < 1 |
| Unemployed | Franklin, TN | Jul 2017 - Jan 2018 | < 1 |
| Mutual Of America Life Insurance Company | Nashville, TN | Jul 2015 - Jun 2017 | 1 |
| Mutual Of America Securities LLC | Nashville, TN | Jul 2015 - Jun 2017 | 1 |
| Curian Clearing LLC | Denver, CO | Apr 2012 - Jun 2015 | 3 |
| Curian Capital, LLC | Denver, CO | Apr 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- TN
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Total Assets Under Management651,482MILLIONS
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Total Number of Accounts62,140ACCOUNTS
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Average Account Value$10,484,100
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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