Brad Drager (CRD# 5403175) is an Investment Advisor Representative working at Raymond James Financial Services, Inc. in Springboro, OH and has over 8 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bond-tech, Inc. | Springboro, OH | Oct 2016 - Current | 7 |
| Invest Capital Partners | Springboro, OH | Apr 2017 - Dec 2022 | 5 |
| Midwestern Insurance Management | Springboro, OH | Nov 2016 - Dec 2022 | 6 |
| Cantella & Company, Inc. | Boston, MA | Apr 2018 - Dec 2020 | 2 |
| Harbor Financial Services, LLC | Springboro, OH | Mar 2017 - Feb 2018 | < 1 |
| Raymond James Financial Services Advisors Inc. | Springboro, OH | Oct 2015 - Mar 2017 | 1 |
| Raymond James & Associates, Inc. | Miamisburg, OH | Feb 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
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Total Assets Under Management148MILLIONS
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Total Number of Accounts300ACCOUNTS
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Average Account Value$493,516
- 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
- Educational seminars/workshops
OH, TX
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