Deanna BamfordCRD Number: 2349097
Current Firm: Captrust
Deanna Bamford (CRD# 2349097) is an Investment Advisor Representative working at Captrust in Roseville, CA and has over 29 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Capfinancial Partners Llc (captrust)||Raleigh, NC||Dec 2015 - Current||7|
|Capfinancial Securities LLC||Raleigh, NC||May 2015 - Current||8|
|Pensionmark Financial Group, LLC||Santa Barbara, CA||May 2015 - Current||8|
|Independent Financial Partners||Roseville, CA||Dec 2010 - May 2015||4|
|Lpl Financial, LLC||Santa Barbara, CA||Nov 2010 - May 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1993|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management714,588MILLIONS
Total Number of Accounts76,254ACCOUNTS
Average Account Value$9,371,153
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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