Bradley Garges (CRD# 7368283) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harleysville, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jul 2023 - Current | < 1 |
Cetera Advisor Networks | El Segundo, CA | Nov 2022 - Current | 1 |
Musselman Financial Solution | Harleysville, PA | Jun 2022 - Current | 1 |
Cetera Advisor Networks | El Segundo, CA | Jun 2021 - Nov 2022 | 1 |
Student | Langhorne, PA | Sep 2021 - May 2022 | < 1 |
Musselman Financial Solutions | Harleysville, PA | Jun 2021 - Aug 2021 | < 1 |
Thompson Organization | Doylestown, PA | Oct 2020 - Mar 2021 | < 1 |
Ed's Produce LLC | Skippack, PA | Jul 2020 - Sep 2020 | < 1 |
Sherwin Williams | Lansdale, PA | Apr 2019 - Jun 2020 | 1 |
Student | Langhorne, PA | Jan 2019 - Apr 2019 | < 1 |
Lentz Painting | Collegeville, PA | Jun 2018 - Dec 2018 | < 1 |
Staples | Doylestown, PA | Jan 2017 - May 2018 | 1 |
Student | Perkasie, PA | Nov 2012 - Jan 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- PA
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.