Bret Ferrante (CRD# 6241863) is an Investment Advisor Representative working at Black Card Circle in Las Vegas, NV and has over 10 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Black Card Circle | Woodland Hills, CA | Dec 2018 - Current | 5 |
| Calabasas Chamber Of Commerce | Calabasas, CA | Jul 2017 - Current | 6 |
| Sparks Street Properties, LLC | Burbank, CA | Jul 2010 - Current | 13 |
| Various Insurance Carriers For W&r Insurance Agencies | Woodland Hills, CA | Jan 2015 - Nov 2018 | 3 |
| Waddell And Reed, Inc. | Sherman Oaks, CA | Jan 2015 - Nov 2018 | 3 |
| Knapp Ranch Baseball | Calabasas, CA | Dec 2015 - Aug 2018 | 2 |
| West Valley Girls Softball | Woodland Hills, CA | Dec 2015 - Aug 2018 | 2 |
| John Miller | Thousand Oaks, CA | May 2018 - Jul 2018 | < 1 |
| John Manocchio | Thousand Oaks, CA | May 2018 - Jul 2018 | < 1 |
| Conejo Networking Group | Westlake Village, CA | Jul 2017 - Sep 2017 | < 1 |
| Professionals In Human Resources Association | Gardena, CA | Dec 2015 - Jan 2017 | 1 |
| Zein Insurance Services, Inc. | Woodland Hills, CA | Jan 2014 - Jan 2015 | 1 |
| World Financial Group, Inc. | Woodland Hills, CA | Jul 2013 - Dec 2014 | 1 |
| Transamerica Financial Advisors | Woodland Hills, CA | Jul 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- CA
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts463ACCOUNTS
-
Average Account Value$164,801
- 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
- Pension consulting services
CA, NV, TX
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