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Bradley Alan Magers

1ST Financial Investment, Inc.

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About Bradley Alan Magers

Bradley Magers is an Investment Advisor Representative with 1st Financial Investment, Inc., licensed in Colorado. Bradley has been in the industry since September 2018 and holds the Series 65 license. Bradley is a specialist in Financial Planning and Portfolio Management for Individuals.

Firm Information

Bradley Magers is currently registered with 1ST Financial Investment, Inc.. 1ST Financial Investment, Inc. is an investment advisor based in [Main Office Location] with 2 licensed agents, 7 investment advisor representatives, and 2 investment advisory functions. The firm manages $15,411,547 in assets for 175 clients. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Their clients include high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

$15.41M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Magers’s Registration & Firm History

PA

06/10/2022 - Present

1ST Financial Investment, Inc. (CLARK'S SUMMIT PA)

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Licenses & Designations

IA

Issued 09/09/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Alan Magers.
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