linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley Jay Salo

California Capital Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley Jay Salo

Bradley Salo is a financial advisor registered with California Capital Management and has been in the industry since June 22, 1987. Bradley has a background in the securities industry and insurance, with experience at LPL Financial LLC, IDS Life Insurance Company, and American Express Financial Advisors Inc. Bradley holds the Series 7, 24, 63 and SIE exams and is a Certified Financial Planner. Bradley Salo is also the President and co-owner of California Capital Management.

Firm Information

Bradley Salo is currently registered with California Capital Management. California Capital Management is an investment advisor located in Burbank, California. The firm provides financial planning, pension consulting, and portfolio management for individuals and pension plans. California Capital Management has approximately $300,352,634 in regulatory assets under management.
California Capital Management

2520 WEST OLIVE AVENUE

BURBANK, CA 91505

$300.35M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley Salo’s Registration & Firm History

CA

06/12/2013 - Present

California Capital Management (BURBANK CA)

CA

04/16/2004 - 11/12/2014

LPL FINANCIAL LLC (NORTH HOLLYWOOD CA)

MN

06/01/2000 - 04/26/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

06/23/1987 - 04/26/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

Not sure if Bradley Jay Salo is right for you?

Licenses & Designations

BC

Issued 03/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bradley Jay Salo. Review regulatory record here.
Not sure if Bradley Jay Salo is right for you?