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Carol J. Braziel

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CRD#: 1112198
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carol Jean Braziel, who also goes by Carol Jean Bowe, was a registered financial professional .

Carol is a previously registered financial professional and started their career in finance in 1983. Carol had worked at 7 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carol Jean Bowe

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Investment Advisory Representative of Braziel & Associates, LLC 1074 East Avenue; Ste L; Chico, CA 95926

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CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 7, 2019 - March 18, 2022

BRAZIEL & ASSOCIATES, LLC

RIA
CRD#: 300233
Chico, CA
Past

June 17, 2009 - April 18, 2019

BRAZIEL & ASSOCIATES, LLC

RIA
CRD#: 112059
ROSEVILLE, CA
Past

April 24, 2006 - August 9, 2021

NPB FINANCIAL GROUP, LLC

RIA
CRD#: 137743
CHICO, CA
Past

April 24, 2006 - August 9, 2021

NPB FINANCIAL GROUP, LLC

BD
CRD#: 137743
CHICO, CA
Past

August 13, 1999 - April 24, 2006

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

November 24, 1998 - August 25, 1999

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

June 14, 1983 - November 20, 1998

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

April 21, 1983 - June 21, 1983

LPL FINANCIAL LLC

BD
CRD#: 6413

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam

Current Firm


B&
BRAZIEL & ASSOCIATES, LLC
BRAZIEL & ASSOCIATES, LLC

CRD#: 300233 / SEC#:

California
Registered Investment Advisory firm - (3/7/2019 Approved)
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Contact information


Main Address
300 Harding Boulevard Suite 102, Roseville, CA 95678
Mailing Address
Phone number
(916) 782-6688
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRAZIEL & ASSOCIATES, LLC

CRD#: 300233

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