Bratton Dubose, Cfp®
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Bratton Dubose, Cfp® Email & Phone Number

Managing Wealth Advisor at Ashton Thomas Private Wealth at Ashton Thomas Private Wealth
Location: Bozeman, Montana, United States 3 work roles 1 school
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Role
Managing Wealth Advisor at Ashton Thomas Private Wealth
Location
Bozeman, Montana, United States
Company size

Who is Bratton Dubose, Cfp®? Overview

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Quick answer

Bratton Dubose, Cfp® is listed as Managing Wealth Advisor at Ashton Thomas Private Wealth at Ashton Thomas Private Wealth, a company with 38 employees, based in Bozeman, Montana, United States. AeroLeads shows a matched LinkedIn profile for Bratton Dubose, Cfp®.

Bratton Dubose, Cfp® previously worked as Managing Wealth Advisor at Ashton Thomas Private Wealth and Financial Advisor & Portfolio Manager at Wells Fargo Clearing Services, Llc. Bratton Dubose, Cfp® holds Bachelor'S Degree, Economics & Accounting from Clemson University.

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Ashton Thomas Private Wealth

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Profile bio

About Bratton Dubose, Cfp®

We aspire to excellence every day,” says Bratton, “We really value our clients, and we enjoy working with them. We also truly appreciate the team at Ashton Thomas which supports us in delivering financial planning, investment management, and related services to each client.” Assisting Bratton with delivering a strategically tailored financial plan, coupled with a focus on exceptional client service, is his colleague, Becca Dammann, CFP®, AIF®, who has worked with Bratton for several years.Investment advisory services are offered through Ashton Thomas Private Wealth, LLC, ., an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, Member FINRA/SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. M.S. Howells & Co., does not provide legal or tax advice and is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed Check the background of the investment professional on https://brokercheck.finra.org/Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Current workplace

Bratton Dubose, Cfp®'s current company

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Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Managing Wealth Advisor at Ashton Thomas Private Wealth
scottsdale, arizona, united states
Employees
38
AeroLeads page
3 roles

Bratton Dubose, Cfp® work experience

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Managing Wealth Advisor

Current

My focus is to consistently deliver an excellent experience by forming strong relationships and prioritizing clients’ needs with the goal of maximizing their outcomes.

Oct 2019 - Present

Financial Advisor & Portfolio Manager

Wells Fargo Clearing Services, Llc

Bozeman, Montana, United States

Dec 2011 - Oct 2019
Team & coworkers

Colleagues at Ashton Thomas Private Wealth

Other employees you can reach at ashtonthomaspw.com. View company contacts for 38 employees →

1 education record

Bratton Dubose, Cfp® education

FAQ

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What company does Bratton Dubose, Cfp® work for?

Bratton Dubose, Cfp® works for Ashton Thomas Private Wealth.

What is Bratton Dubose, Cfp®'s role at Ashton Thomas Private Wealth?

Bratton Dubose, Cfp® is listed as Managing Wealth Advisor at Ashton Thomas Private Wealth at Ashton Thomas Private Wealth.

Where is Bratton Dubose, Cfp® based?

Bratton Dubose, Cfp® is based in Bozeman, Montana, United States while working with Ashton Thomas Private Wealth.

What companies has Bratton Dubose, Cfp® worked for?

Bratton Dubose, Cfp® has worked for Ashton Thomas Private Wealth, Wells Fargo Clearing Services, Llc, and D.A. Davidson Companies.

Who are Bratton Dubose, Cfp®'s colleagues at Ashton Thomas Private Wealth?

Bratton Dubose, Cfp®'s colleagues at Ashton Thomas Private Wealth include Martin Lewis, Tanisha Branch, Murray Smith, Kerry Severn, Cfp, Mba, and Clark Morzelewski.

How can I contact Bratton Dubose, Cfp®?

You can use AeroLeads to view verified contact signals for Bratton Dubose, Cfp® at Ashton Thomas Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Bratton Dubose, Cfp® attend?

Bratton Dubose, Cfp® holds Bachelor'S Degree, Economics & Accounting from Clemson University.

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