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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Parsons is an investment advisor representative at Edge Capital Group, LLC. Brad is a registered investment advisor in Texas. Brad has been in the industry since 2009 and previously worked for GOLDMAN SACHS & CO. LLC. Brad holds the Series 3, 7, 57TO, and SIE licenses. Brad specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Edge Capital Group, LLC is a registered investment advisor headquartered in Atlanta, Georgia and focuses on providing financial planning, consulting services, family office services, insurance solutions, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services, family office services, insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/26/2022 - Present
Edge Capital Group, LLC (Dallas TX)
TX
09/28/2009 - 08/11/2022
GOLDMAN SACHS & CO. LLC (Dallas TX)
BOTH
Issued 11/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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