Bryan R. Leturgez
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.
Bryan Robert Leturgez was a registered financial professional .
Bryan is a previously registered financial professional and started their career in finance in 1999. Bryan had worked at 10 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 22, 2019 - December 5, 2019
PERSONAL CAPITAL ADVISORS CORPORATION
January 14, 2015 - April 29, 2016
TD AMERITRADE, INC.
November 12, 2014 - April 29, 2016
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
November 5, 2014 - April 29, 2016
TD AMERITRADE, INC.
July 10, 2012 - August 29, 2013
CHARLES SCHWAB & CO., INC.
June 20, 2012 - August 29, 2013
CHARLES SCHWAB & CO., INC.
December 22, 2011 - March 6, 2012
ADVANCED EQUITIES, INC.
June 22, 2011 - December 20, 2011
ADVANCED EQUITIES, INC.
May 24, 2011 - March 6, 2012
ADVANCED EQUITIES, INC.
January 19, 2010 - December 23, 2010
CHARLES SCHWAB & CO., INC.
January 15, 2010 - December 23, 2010
CHARLES SCHWAB & CO., INC.
August 21, 2009 - December 7, 2009
THRIVENT INVESTMENT MANAGEMENT INC.
August 6, 2009 - December 7, 2009
THRIVENT INVESTMENT MANAGEMENT INC.
November 18, 2003 - November 28, 2008
FISHER INVESTMENTS
May 19, 2003 - July 17, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
May 16, 2003 - July 17, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 23, 2002 - March 21, 2003
CITIGROUP GLOBAL MARKETS INC.
February 4, 1999 - May 14, 2002
WACHOVIA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PERSONAL CAPITAL ADVISORS CORPORATION
CRD#: 155172 / SEC#: 801-72613
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 104,861 |
| AUM (Assets Under Management) | $ 23,087,723,467 |
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.
