Bryan Pridmore (CRD# 6906498) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 6 years of experience in the finance industry. Bryan Pridmore 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# 2345668
Ameriprise Financial Services, LLC
CRD# 6160948
U.s. Bancorp Advisors, LLC
CRD# 5667943
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Trails Financial | San Diego, CA | Nov 2019 - Current | 4 |
| Pridmoria | San Diego, CA | Jan 2008 - Current | 16 |
| Krause Wealth Management, LLC | San Diego, CA | Jan 2018 - Oct 2019 | 1 |
| Emoney Advisor, LLC | San Diego, CA | Sep 2016 - Feb 2018 | 1 |
| Point Loma Nazarene University | San Diego, CA | Sep 2004 - Sep 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- CA
- TX
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Total Assets Under Management168MILLIONS
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Total Number of Accounts985ACCOUNTS
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Average Account Value$170,534
- 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, CO, FL, HI, LA, MT, TX
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