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Bradley G

Series 63, Series 65

San Diego, CA

Thrive Portfolios

Bradley Gilbert is a financial advisor with Thrive Portfolios in San Diego, CA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at multiple firms including Impact Investors and Cresta Advisors, and currently owns Delta Companies, LLC, where he provides consulting services related to property management. Thrive Portfolios serves individual investors and other registered investment advisers with discretionary asset management, financial planning, and consulting services. The firm combines boutique scale with institutional-style work, acting as a sub-advisor to other RIAs while offering educational content and public seminars.

Tax-loss harvesting ESG / Sustainable investing
Warmer team member

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