Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Cast is a financial advisor with Merit Financial Advisors. Brad has been working in the financial industry since 2002. Brad is registered with FINRA and the SEC. Brad is registered in 27 states including Georgia, Texas, Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Maine, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Brad holds a Series 65, Series 66, Series 7, Series 31, and SIE licenses. Brad offers financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Consulting fees
1
2
GA
01/15/2019 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
05/08/2012 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
05/07/2010 - 05/08/2012
DEWAAY FINANCIAL NETWORK, LLC (ATLANTA GA)
GA
03/03/2006 - 05/07/2010
FSC SECURITIES CORPORATION (ATLANTA GA)
IN
02/10/2004 - 01/24/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/10/2004 - 01/24/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
08/29/2002 - 03/12/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NY
12/16/1999 - 08/18/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brad Cast is the right advisor for you? Invested Better is here to help.
