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JB

James L. Brannen

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CRD#: 1149761
JB

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.

James Legrand Brannen, who also goes by James L Brannen, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1983. James had worked at 7 firms and has passed the Series 63, Series 2 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James L Brannen

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.
The advisor shows no other business activity.

Blog Corner


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

November 4, 2003 - July 27, 2012

E. S. HOPE FINANCIAL

BD
CRD#: 19885
SAN DIEGO, CA
Past

October 1, 1997 - December 31, 2001

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

December 4, 1991 - October 1, 1997

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

January 25, 1991 - September 4, 1991

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

October 2, 1985 - December 21, 1990

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

January 1, 1985 - September 25, 1985

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
Past

June 19, 1983 - December 13, 1988

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256

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


State Security Law Exam
RR
Series 63
Date: 8/21/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 10/2/1974
Non-Member General Securities Examination
Principal/Supervisory Exam

Current Firm


ES
E. S. HOPE FINANCIAL
E. S. HOPE FINANCIAL | E.S. HOPE DISCOUNT BROKERS, INC.

CRD#: 19885 / SEC#: , 8-37885

BD
Cancelled by SEC on 08/12/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 04/16/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TOKACH, VICTOR JOHNPRESIDENT, CHIEF COMPLIANCE OFFICER2243770
STRAUB, SUSANSHAREHOLDER < 10% W/ STANDSTILL AGMT

Disclosures


Regulatory Event2
Arbitration1

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


E. S. HOPE FINANCIAL

CRD#: 19885

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