Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley James eric Roberge

Grant Thornton Financial Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley James eric Roberge

Bradley James eric Roberge is an Investment Adviser Representative registered with Grant Thornton Financial Advisors LLC. Bradley Roberge has been registered with the Securities and Exchange Commission since June 28, 2021. Bradley Roberge passed the Uniform Investment Adviser Law Examination on June 15, 2018. Bradley Roberge is also a Manager at Grant Thornton LLP, a non-investment related firm. Bradley Roberge works in the Houston, TX office of Grant Thornton Financial Advisors LLC.

Firm Information

Bradley Roberge is currently registered with Grant Thornton Financial Advisors LLC. Grant Thornton Financial Advisors LLC is an investment advisor with 12 investment advisor representatives. The firm provides fairness opinions and solicitation services for a range of clients, including other investment advisors, corporations, and institutions.

Not reported

Assets Under Management

Not reported

Total Clients

11

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.

check

fairness opinions and solicitation services

Fairness opinions and solicitation services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley Roberge’s Registration & Firm History

TX

06/28/2021 - Present

Grant Thornton Financial Advisors LLC (DALLAS TX)

Not sure if Bradley James eric Roberge is right for you?

Licenses & Designations

IA

Issued 06/15/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley James eric Roberge.
Not sure if Bradley James eric Roberge is right for you?