Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Slater is a financial advisor with over 10 years of experience in the financial services industry. Bradley has a strong track record of success in providing financial planning, portfolio management, and other investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Bradley is currently registered with U.S. Capital Wealth Advisors, LLC, in Houston, Texas. Prior to joining U.S. Capital Wealth Advisors, LLC, Bradley worked at Lion Street Financial, LLC, Cambridge Investment Research, Inc., NFP Advisor Services, LLC, and Ameriprise Financial Services, Inc. Bradley is a highly qualified professional with a strong commitment to client service. Bradley is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
06/22/2023 - Present
U.s. Capital Wealth Advisors, LLC (HOUSTON TX)
TX
07/06/2015 - 03/09/2022
LION STREET FINANCIAL, LLC (AUSTIN TX)
TX
11/05/2014 - 07/09/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (Austin TX)
TX
09/16/2011 - 11/03/2014
NFP ADVISOR SERVICES, LLC (AUSTIN TX)
TX
08/11/2008 - 09/26/2008
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)
BOTH
Issued 09/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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