Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Robert Sanders is a financial advisor with over 18 years of experience in the financial services industry. Brad is currently registered as an Investment Advisor Representative of Cain, Watters & Associates, LLC, and Tectonic Advisors LLC. Brad has a Series 63, 65, and 7 license. Brad is a Chartered Financial Analyst. Brad specializes in providing financial planning services to individuals and families. Brad has a semi-professional musician as a side job.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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TX
05/22/2012 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
TX
07/06/2001 - 03/09/2009
FIRST DALLAS SECURITIES INCORPORATED (DALLAS TX)
IA
Issued 11/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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