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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Braden? Claim Your ProfileBraden Cole is a financial advisor with True North Advisors, LLC. Braden has over 13 years of experience in the financial services industry. Braden has a Series 3, Series 7, and Series 66 license. Braden is also a Chartered Financial Analyst (CFA). Braden specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and institutions. Braden has worked with clients of various sizes, from high-net-worth individuals to charitable organizations. Braden previously worked at Mercer Allied Company, L.P., CH Investment Partners, and RGT Capital Management, LTD. Braden's current registration is active in the state of Texas.
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.
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
06/14/2022 - Present
True North Advisors, LLC (DALLAS TX)
TX
08/06/2008 - 07/28/2011
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
BOTH
Issued 08/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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