Brightplan LLC
Brightplan LLC (CRD# 283790) is a financial advisory firm headquartered in San Jose, CA. They serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Haleigh Albers (CRD# 6879750) is an Investment Advisor Representative working at Brightplan LLC in San Jose, CA and has 1 year of experience in the finance industry.
Joan Gonzalez (CRD# 2005640) is an Investment Advisor Representative working at Brightplan LLC in San Jose, CA and has over 16 years of experience in the finance industry.
Chantal Hersey (CRD# 6392111) is an Investment Advisor Representative working at Brightplan LLC in San Jose, CA and has over 8 years of experience in the finance industry.
Daniel Lee (CRD# 5836639) is an Investment Advisor Representative working at B|O|S in San Francisco, CA and has over 9 years of experience in the finance industry. Daniel Lee 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 putclients' interests first and comply with the Financial Planning Practice Standards.
James Mitchell (CRD# 3176001) is an Investment Advisor Representative working at Brightplan LLC in Milford, NH and has over 25 years of experience in the finance industry.
Daniel Stokes (CRD# 6523395) is an Investment Advisor Representative working at Brightplan LLC in Saint Louis, MO and has 1 year of experience in the finance industry.