Claire Braun (CRD# 5151498) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 17 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
A4 Wealth Advisors LLC | Huntersville, NC | Jan 2024 - Current | < 1 |
World Wide Financial Solutions, Llc Dba A4insurance Solutions | Huntersville, NC | Jan 2024 - Current | < 1 |
Breckmountain LLC | Matthews, NC | Mar 2022 - Current | 2 |
Goldenguard Financial | Matthews, NC | Nov 2010 - Current | 13 |
Gradient Investments, LLC | Arden Hills, MN | Aug 2018 - Jan 2024 | 5 |
C M Braun LLC | Matthews, NC | Jun 2016 - Dec 2023 | 7 |
Goldenguard Wealth Management, LLC | Matthews, NC | Oct 2013 - Dec 2023 | 10 |
Claire Braun | Palm Beach Gardens, FL | Jan 2004 - Jun 2016 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2006 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- NC
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts1,075ACCOUNTS
-
Average Account Value$127,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NC, SC, TX
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