Unclaimed
Bradford Borman is an Investment Advisor Representative at Per Stirling Capital Management, LLC. Bradford has been with the firm since May 2021 and is registered with the state of Texas. Bradford has been in the financial industry since June 2018. Bradford holds a Series 65 license.
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.
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.
Promoter fees
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TX
08/02/2022 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
IA
Issued 04/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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