Raymond BramerCRD Number: 28691
Current Firm: Arbor Point Advisors
Raymond Bramer (CRD# 28691) is an Investment Advisor Representative working at Arbor Point Advisors in Santa Rosa, CA and has over 34 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Traverso Chambers Private Wealth Management, LLC
|Arbor Point Advisors||Santa Rosa, CA||Nov 2020 - Current||1|
|Securities America, Inc.||Santa Rosa, CA||Jul 2017 - Current||5|
|Verus Capital Partners, LLC||Santa Rosa, CA||Jul 2017 - Nov 2020||3|
|Wells Fargo Clearing Services, LLC||Santa Rosa, CA||Nov 2016 - Apr 2017||< 1|
|Wells Fargo Advisors LLC||Santa Rosa, CA||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1987|
|S65||NASAA Investment Advisors Law Examination||May 1994|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management9,133MILLIONS
Total Number of Accounts39,792ACCOUNTS
Average Account Value$229,523
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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