Brandy Cumberledge is a registered investment advisor, based in San Rafael, CA, with 6 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brandy operates under GRP Financial and HUB Retirement and Wealth Management, both investment-related DBAs, and dedicates full-time hours to Global Retirement Partners as a registered administrator. She also serves as a Notary for the State of Texas, spending minimal time on this activity.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.