BH
BH

Bryan Anthony Hernandez

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$953.8M

Fee Structure

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Location

4821 E 2nd Street, Long Beach, CA, 90803

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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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Other Business ActivitiesSells Insurance

Bryan is an agent selling fixed/traditional insurance products since December 2023. This activity, which is investment-related, takes minimal time.

Employment History
Current Registrations
Clg LLC
February 2018 - Present · 8 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - July 2024 · 6 mos
Cetera Investment Advisers LLC
June 2023 - December 2023 · 6 mos
Cetera Advisor Networks LLC
January 2018 - June 2023 · 5 yrs 5 mos
Cetera Advisor Networks LLCBroker
November 2017 - December 2023 · 6 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.