Chris Brady (CRD# 6155615) is an Investment Advisor Representative working at Blvd Private Wealth, LLC in Prospect, KY and has over 11 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blvd Private Wealth, LLC | Prospect, KY | Aug 2020 - Current | 3 |
| Meridian Wealth Management LLC | Lexington, KY | Mar 2018 - Aug 2020 | 2 |
| Jp Morgan Securities LLC | Louisville, KY | Jan 2013 - Mar 2018 | 5 |
| Jpmorgan Chase Bank | Louisville, KY | Apr 2011 - Mar 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
| S63 | Uniform Securities State Law Examination | Feb 2013 |
- FL
- IN
- KY
- TX
-
Total Assets Under Management173MILLIONS
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$531,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, KY, TX
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