Bradley Sayre (CRD# 5278579) is an Investment Advisor Representative working at Shared Vision Wealth Group in Carlsbad, CA and has over 17 years of experience in the finance industry. Bradley Sayre 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# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shared Vision Wealth Group | Carlsbad, CA | Jun 2023 - Current | < 1 |
| Northwest Asset Management | Mercer Island, WA | Mar 2020 - Sep 2023 | 3 |
| Usaa Investment Management Company | San Diego, CA | Jan 2018 - Mar 2020 | 2 |
| Usaa Financial Planning Services | San Diego, CA | May 2014 - Mar 2020 | 5 |
| Usaa Financial Advisors, Inc. | San Diego, CA | May 2014 - Mar 2020 | 5 |
| J.p. Morgan Securities LLC | San Diego, CA | Oct 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- CA
- HI
- TX
-
Total Assets Under Management215MILLIONS
-
Total Number of Accounts493ACCOUNTS
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Average Account Value$436,948
- 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
AZ, CA, HI, NC, TX, VA, WA
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