Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
8 years
Location
Lower Lake, CA 95457
LPL Financial
Institution
Yadira Bravo is a financial advisor at LPL Financial with 8 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. Bravo is also associated with Redwood Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Lower Lake, CA
16095 Main St
Lower Lake CA 95457
Advisors at this office
1
California
8 years of industry experience
LPL Financial
2024 - Present • 2 years
Lower Lake, CA
Redwood Credit Union
2023 - Present • 3 years
Ukiah, CA
CUSO Financial Services, LP
2023 - 2024 • 1 year
San Diego, CA
Unemployed
2021 - 2023 • 2 years
Clearlake, CA
JP Morgan Securities LLC
2016 - 2021 • 5 years
Lakeport, CA
JP Morgan Chase Bank
2016 - 2021 • 5 years
Lakeport, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Cobb, CA
Whisper Financial
Ginger Ames is a financial advisor at Whisper Financial with four years of industry experience and holds a Series 65 designation. She has worked at several firms, including Origin Investment Advisory LLC and Commonwealth Financial Network. Outside of advisory work, she is co-owner of Sublime Feline LLC, a business selling home goods. Whisper Financial provides financial planning and discretionary investment management to individuals and business owners, emphasizing portfolio construction based on Modern Portfolio Theory and passive investing with low-cost funds. The firm integrates tax and estate planning into its services and offers customizable socially responsible investment options.
CFP®, Series 63, Series 65
Clearlake, CA
STIFEL
Christopher Inglis is a CFP® with 41 years of industry experience, currently affiliated with Stifel since 2023. He previously worked at UBS Financial Services from 2013 to 2023. In addition to his financial advisory career, Inglis serves as a Planning Commissioner for the City of Clearlake and is treasurer and board member of the Rotary Club of Clear Lake, where he is involved in local community service activities. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
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