BS
CFP
BS
CFP

Bradley Salo

38 Years of Experience
Burbank, CA
1 DisclosureBrokerSells Insurance

Bradley Salo is a CFP-designated registered investment advisor, based in Burbank, CA, with 38 years of industry experience.

Location

2520 West Olive Avenue, Suite 300, Burbank, CA, 91505

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History

Regulatory History (1)
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Customer Dispute
May 2010
Denied
Other Business ActivitiesSells Insurance

Bradley is the president and co-owner of California Capital Management since 2004, dedicating nearly full-time hours to this role. He also sells non-variable insurance products through Purshe Kaplan Sterling Financial and fixed insurance sales, spending minimal time on these activities, and owns rental real estate and land.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2014 - Present · 11 yrs 6 mos
California Capital Management
June 2004 - Present · 21 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
April 2004 - November 2014 · 10 yrs 7 mos
LPL Financial LLC
April 2004 - March 2013 · 8 yrs 11 mos
Ids Life Insurance CompanyBroker
June 2000 - April 2004 · 3 yrs 10 mos
American Express Financial Advisors, INC.
December 1997 - April 2004 · 6 yrs 4 mos
American Express Financial Advisors INC.Broker
June 1987 - April 2004 · 16 yrs 10 mos
State Registrations12 states
AZCAFLIAKSMNNVNYORTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.