Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Epstein is a financial advisor with Independent Financial Group, LLC. Bradley has been in the financial services industry since 2005. Bradley is registered in 16 states. Bradley holds the Series 6, Series 7, Series 63 and Series 65 licenses. Bradley Epstein is a Certified Public Accountant. Bradley has been involved with Independent Financial Group, LLC, International Assets Advisory, LLC, Cetera Advisors LLC, Woodbury Financial Services, Inc. and Next Financial Group, Inc..
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/08/2023 - Present
Independent Financial Group, LLC (ROCKWALL TX)
TX
06/01/2016 - 06/30/2023
INTERNATIONAL ASSETS ADVISORY, LLC (ROCKWALL TX)
TX
11/07/2013 - 05/10/2016
CETERA ADVISORS LLC (ROCKWALL TX)
TX
07/07/2005 - 11/22/2013
WOODBURY FINANCIAL SERVICES, INC. (ROCKWALL TX)
TX
05/25/2012 - 09/18/2012
NEXT FINANCIAL GROUP, INC. (ROCKWALL TX)
IA
Issued 11/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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