Bret EstepCRD Number: 4201117
Current Firm: Alliancebernstein LP
Bret Estep (CRD# 4201117) is an Investment Advisor Representative working at Alliancebernstein LP in Nashville, TN and has over 20 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
Raymond James Financial Services Advisors, Inc.
|First Command Financial Planning, Inc.||Fort Worth, TX||Jul 2018 - Current||3|
|First Command Advisory Services, Inc.||Fort Worth, TX||Jul 2018 - Current||3|
|First Command Insurance Serivces, Inc.||Fort Worth, TX||Jul 2018 - Current||3|
|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|
|Unemployed||Anaheim, CA||Nov 2010 - Mar 2012||1|
|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|
Total Assets Under Management639,752MILLIONS
Total Number of Accounts46,113ACCOUNTS
Average Account Value$13,873,571
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV
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