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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley McCreary is an investment advisor representative at Fisher Investments. Bradley has been in the financial services industry for over 10 years and holds the Series 63, Series 65, and Series 7 licenses. Bradley has experience working with clients from various backgrounds, including high-net-worth individuals, institutions, and corporations. Bradley specializes in portfolio management, financial planning, and portfolio assessment services. Prior to joining Fisher Investments, Bradley was an advisor at J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
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.
Portfolio assessment
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
TX
01/12/2023 - Present
Fisher Investments (PLANO TX)
OR
02/12/2013 - 05/02/2018
J.P. MORGAN SECURITIES LLC (LAKE OSWEGO OR)
OR
06/01/2010 - 10/06/2011
CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)
OR
03/26/2008 - 06/30/2008
CUSO FINANCIAL SERVICES, L.P. (BEAVERTON OR)
IA
Issued 01/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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