Bradley Altman, financial advisor Dallas TX

Bradley Altman

CRD Number: 5192932
Current Firm: Mma Securities LLC

Bradley Altman (CRD# 5192932) is an Investment Advisor Representative working at Mma Securities LLC in Dallas, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Mmc Securities Corp. Dallas, TX Jul 2014 - Current 9
Marsh & Mclennan Agency-dallas Dallas, TX Jul 2014 - Current 9
Adp Broker-dealer, Inc. Dallas, TX Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Bradley J. Altman
Phone Number: 212-345-5000
Firm Website: https://compassfp.com/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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