Bryan C. Gould
Professional summary
Bryan Cross Gould is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Irvine, California.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bryan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Cross Gould's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2019 - Present
NORTHWEST ASSET MANAGEMENT
Office #1: 19800 Macarthur Boulevard Suite 300, Irvine, CA 92612October 30, 2015 - September 4, 2019
WELLS FARGO CLEARING SERVICES, LLC
October 30, 2015 - September 4, 2019
WELLS FARGO CLEARING SERVICES, LLC
July 31, 2009 - November 5, 2015
MORGAN STANLEY
July 31, 2009 - November 5, 2015
MORGAN STANLEY
May 21, 2007 - August 18, 2009
UBS FINANCIAL SERVICES INC.
May 7, 2007 - August 18, 2009
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
NORTHWEST ASSET MANAGEMENT
CRD#: 147923 / SEC#: 801-69483
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/30/2019)
(8/30/2019)
Exams
Current Firm
NORTHWEST ASSET MANAGEMENT
CRD#: 147923 / SEC#: 801-69483
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,844 |
| AUM (Assets Under Management) | $ 3,608,262,509 |
Red Flags
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