Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Carpenter is a financial professional with over 10 years of experience in the financial services industry. Bradley is currently registered with Hood River Capital Management LLC and is a Director of Sales. Bradley has a broad range of experience in the financial services industry and is dedicated to providing his clients with sound financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Collective investment trust
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/22/2020 - Present
Hood River Capital Management LLC (PALM BEACH GARDENS FL)
TX
09/19/2016 - 04/07/2017
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
CO
06/16/2015 - 08/08/2016
CANTOR FITZGERALD & CO. (DENVER CO)
TX
12/18/2014 - 06/11/2015
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
CO
07/22/2013 - 11/18/2014
WELLS FARGO SECURITIES, LLC (DENVER CO)
CO
01/18/2013 - 08/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
CO
12/20/2011 - 01/08/2013
WELLS FARGO SECURITIES, LLC (DENVER CO)
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/09/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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