Bradley Gilbert, financial advisor San Diego CA

Bradley Gilbert

CRD Number: 4458821
Current Firm: Thrive Portfolios

Bradley Gilbert (CRD# 4458821) is an Investment Advisor Representative working at Thrive Portfolios in San Diego, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Delta Companies, LLC San Diego, CA May 2023 - Current 1
Thrive Portfolios Inc. San Diego, CA May 2021 - Current 3
Thrive Portfolios Inc. San Diego, CA Feb 2021 - Current 3
Cresta Advisors Laredo, TX Apr 2023 - Oct 2023 < 1
Impact Investors San Diego, CA Sep 2019 - Jan 2021 1
Impact Investors San Diego, CA Jan 2019 - Sep 2019 < 1
Unemployed San Diego, CA Sep 2018 - Dec 2018 < 1
Engage Financial Technologies San Diego, CA Jul 2017 - Aug 2018 1
Brad Gilbert, LLC San Diego, CA May 2017 - Jul 2017 < 1
Kforce Union Bank San Diego, CA Jul 2016 - May 2017 < 1
Unemployed San Diego, CA May 2015 - Jun 2016 1
Verizon Networkfleet San Diego, CA Oct 2011 - Apr 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Bradley Gilbert
Phone Number: (858) 208-0405
Registered State(s):
  • CA
Current Firm Details
Thrive Portfolios
Firm's CRD Number: 314414
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $25,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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