Unclaimed
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.
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.
Fairness opinions and solicitation services
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.
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TX
06/28/2021 - Present
Grant Thornton Financial Advisors LLC (DALLAS TX)
IA
Issued 06/15/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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