Bryan Curry (CRD# 6276939) is an Investment Advisor Representative working at Bridge The Gap Retirement Planners in Simi Valley, CA and has over 10 years of experience in the finance industry. Bryan Curry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bridge The Gap Retirement Planners LLC | Simi Valley, CA | Aug 2021 - Current | 2 |
| Charles Schwab | Thousand Oaks, CA | May 2016 - Aug 2021 | 5 |
| Jp Morgan Chase | Westlake Village, CA | Jan 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- AZ
- CA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$322,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA
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