Todd Bramson (CRD# 1238811) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Myers, FL and has over 36 years of experience in the finance industry. Todd Bramson 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# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
Bramson & Assoc | Fort Myers, FL | Jun 2004 - Current | 19 |
Pass The Ace, LLC | Madison, WI | Oct 2002 - Current | 21 |
North Star Consultants, Inc & North Star Brokerage | Madison, WI | May 1987 - Current | 36 |
Securian Financial Services, Inc. | St Paul, MN | Mar 1990 - Aug 2023 | 33 |
Minnesota Life Ins Co | St Paul, MN | May 1987 - Aug 2023 | 36 |
C.r.i. Securities, Inc. | St Paul, MN | Mar 1990 - Oct 2021 | 31 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1987 |
- FL
- TX
- WI
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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