Beverly BrautigamCRD Number: 3099516
Current Firm: H.d. Vest Advisory Services, Inc.
Beverly Brautigam (CRD# 3099516) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Sacramento, CA and has over 19 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|H.d. Vest Advisory Services||Elk Grove, CA||Jun 1999 - Current||18|
|H.d. Vest Investment Services||Elk Grove, CA||May 1999 - Current||18|
|Brautigam & Co||Sacremento, CA||Feb 1984 - Current||34|
|California Cpa Education Foundation||San Mateo, CA||Jan 1976 - Current||42|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY