Bryan Koppel (CRD# 6658211) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Canvas Financial | San Francisco, CA | Aug 2018 - Current | 5 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2017 - Current | 6 |
| Boom Planning | San Francisco, CA | Aug 2017 - Current | 6 |
| 20/20 Financial Advisers, San Francisco | San Francisco, CA | Aug 2017 - Dec 2018 | 1 |
| Paulson Investment Company LLC | Chicago, IL | May 2016 - Jul 2017 | 1 |
| Body Kinetics | San Rafael, CA | May 2015 - Nov 2016 | 1 |
| California State University-eastbay | Hayward, CA | Jan 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- CA
- TN
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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