Bradley Gilbert (CRD# 4458821) is an Investment Advisor Representative working at Thrive Portfolios in San Diego, CA and has over 23 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 866572
Avantax Advisory Services
| 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 |
- CA
-
Total Assets Under Management1MILLIONS
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Total Number of Accounts33ACCOUNTS
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Average Account Value$25,207
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA
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