John Brady (CRD# 2119657) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Frisco, TX and has over 33 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Equity Group, Inc. | Arlington Heights, IL | Jun 2019 - Current | 4 |
| Triumph Wealth Advisors, Inc. | Woodstock, GA | Apr 2018 - Current | 6 |
| Tcm Securities, Inc. | Woodstock, GA | Dec 2017 - Jun 2019 | 1 |
| Vfg Advisors, Inc. | Plano, TX | Nov 2010 - Mar 2018 | 7 |
| Integrated Financial Solutions Group | Plano, TX | Aug 2008 - Mar 2018 | 9 |
| Vfg Securities, Inc. | Plano, TX | Nov 2010 - Nov 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- MO
- NC
- TX
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Total Assets Under Management42MILLIONS
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Total Number of Accounts225ACCOUNTS
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Average Account Value$185,387
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, IN, KS, LA, MA, MD, ME, MO, MS, MT, NC, NE, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WV
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