Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Chumley is a financial advisor with over 24 years of experience in the financial services industry. Brad is currently registered with Steward Partners Investment Advisory, LLC and has been with the firm since March 2023. Brad has also held previous positions with Cambridge Investment Research, Inc., LPL Financial Corporation, and Salomon Smith Barney Inc. Brad is a Series 63, 65, 7, 24, and SIE licensed professional. Brad's specializations include financial planning, portfolio management, and investment advisory services. Brad provides financial services to a variety of clients including individuals, businesses, and institutions.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
03/20/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
05/28/2008 - 04/17/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Southlake TX)
OK
05/03/2002 - 05/29/2008
LPL FINANCIAL CORPORATION (CHANDLER OK)
NY
12/03/1998 - 05/01/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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