Bradford Byrns, financial advisor San Ramon CA
89 score

Bradford Byrns

CRD Number: 6184132
Current Firm: Lincoln Financial Advisors Corporation

Bradford Byrns (CRD# 6184132) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors San Ramon, CA May 2014 - Current 2
Nylife Securities LLC Reno, NV Jul 2013 - May 2014 < 1
New York Life Insurance Reno, NV Apr 2013 - May 2014 1
Ed Cook Tree Service South Lake Tahoe, CA Apr 2012 - May 2013 1
Montross Weatherproof Lake Forest, CA Sep 2011 - Apr 2012 < 1
Saphire Technologies San Francisco, CA Mar 2011 - Sep 2011 < 1
Unemployed Alamo, CA Jul 2010 - Mar 2011 < 1
San Diego State University San Diego, CA Sep 2006 - Jun 2010 3
Monte Vista High School Danville, CA Sep 2002 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
S63 Uniform Securities State Law Examination Sep 2013
Contact Info for Bradford J. Byrns
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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