Braden BalocanCRD Number: 6221931
Current Firm: Cambridge Investment Research Advisors, Inc.
Braden Balocan (CRD# 6221931) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Portland, OR and has over 7 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2016 - Current||5|
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2014 - Current||7|
|Finity Group, LLC||Portland, OR||Jul 2013 - Current||8|
|Dixon Recreation Center||Corvallis, OR||Aug 2011 - Sep 2013||2|
|Oregon State University||Corvallis, OR||Sep 2008 - Sep 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2014|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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