Brandon BermanCRD Number: 5911138
Current Firm: Polaris Greystone Financial Group, LLC
Brandon Berman (CRD# 5911138) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in San Rafael, CA and has over 6 years of experience in the finance industry. Brandon Berman 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.
Polaris Greystone Financial Group, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Polaris Greystone Financial Group, LLC||San Rafael, CA||Apr 2017 - Current||1|
|J.p. Morgan Securities LLC||Westlake Village, CA||Oct 2012 - Apr 2017||4|
|Greatmate||San Diego, CA||Jun 2014 - Jun 2016||2|
|Chase Investment Services Corp||Westlake Village, CA||Apr 2011 - Oct 2012||1|
|Jp Morgan Chase Bank Na||Simi Valley, CA||Jul 2010 - Sep 2012||2|
|Promotion Surge||Simi Valley, CA||Nov 2009 - Jun 2010||< 1|
|Hawaii Pacific University||Honolulu, HI||Aug 2006 - May 2010||3|
|Niketown||Honolulu, HI||Dec 2008 - Dec 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management1,103MILLIONS
Total Number of Accounts3,021ACCOUNTS
Average Account Value$364,983
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, LA, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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