Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Vincent Stuart is an active investment advisor representative. Brad has been in the financial industry since December 3, 2007. Brad is currently registered with Ausdal Financial Partners, Inc. in Iowa and Texas. Brad is also registered with the state of Iowa as an investment advisor representative. Brad has previous registrations with Cambridge Investment Research, Inc., LPL Financial LLC and The Huntington Investment Company. Brad has passed the Uniform Combined State Law Examination, the Series 7 and the Securities Industry Essentials Examination. Brad is a member of the River Bend Educational Foundation. Brad also provides services for WPF Wealth 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.
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.
Advice on uma platforms
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
IA
02/16/2018 - Present
Ausdal Financial Partners, Inc. (CLINTON IA)
IA
03/01/2011 - 09/21/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLINTON IA)
IA
03/01/2010 - 03/14/2011
LPL FINANCIAL LLC (CLINTON IA)
MI
12/04/2007 - 03/02/2010
THE HUNTINGTON INVESTMENT COMPANY (GRAND RAPIDS MI)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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