TrueAdvisor
TrueAdvisor
BB
BB

Brenda J Bachman

Usi Advisors
20 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Usi Advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B

Fee Structure

Financial Planning:Investment management only

Location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Usi Advisors
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Hooker & Holcombe Investment Advisors, INC.
September 2018 - December 2023 · 5 yrs 3 mos
Pensionmark Securities, LLCBroker
September 2018 - October 2023 · 5 yrs 1 mo
Cetera Advisor Networks LLC
January 2016 - August 2018 · 2 yrs 7 mos
Cetera Advisor Networks LLCBroker
September 2013 - August 2018 · 4 yrs 11 mos
Tower Square Securities, INC.Broker
January 2006 - September 2013 · 7 yrs 8 mos
MML Investors Services, INC.Broker
May 2005 - January 2006 · 8 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.