Raz Bracha is a CFP-designated registered investment advisor, based in Brea, CA, with 7 years of industry experience.
Location
3 Pointe Drive, Suite 302, Brea, CA, 92821
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raz is an agent at Summit Financial & Insurance Services, a life insurance brokerage, and a financial advisor for the same company, also working as a producer for life and health insurance. Raz also provides wealth management, financial planning, and investment advisory services at The Ameriflex Group, and owns real estate investment properties, dedicating minimal time to managing them.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations31 states
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