Bree Clements COTA is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION.
| Firm | From | To | Current |
|---|---|---|---|
| INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | 2016-01-20 | present | Yes |
| GUIDANCE POINT RETIREMENT SERVICES, LLC | 2012-07-16 | 2015-11-23 | — |
| GUIDANCE POINT ADVISORS, LLC | 2012-07-15 | 2015-11-23 | — |