Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Dale Swinsburg is an investment advisor representative with Smith & Howard Wealth Management, LLC. Bradley has over 20 years of experience in the financial industry. He is a Chartered Financial Analyst and holds Series 3, 7, and 63 securities licenses as well as a Series 65 investment advisor license. Prior to joining Smith & Howard Wealth Management, Bradley was a financial advisor at J.P. Morgan Securities LLC, GFG Securities, LLC, and Goldman, Sachs & Co. Bradley specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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GA
01/05/2022 - Present
Smith & Howard Wealth Management, LLC (ATLANTA GA)
GA
01/22/2009 - 02/16/2011
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
FL
07/25/2008 - 01/30/2009
GFG SECURITIES, LLC (MIAMI FL)
FL
09/17/1998 - 06/19/2008
GOLDMAN, SACHS & CO. (WEST PALM BEACH FL)
IA
Issued 08/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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