Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Robert Fugate is a Registered Representative with Blue Ridge Wealth Planners. Bradley Robert Fugate is also a Registered Investment Advisor. Bradley Robert Fugate has been in the securities industry since March 2016 and has been registered with the Securities and Exchange Commission (SEC) since 2016. Bradley Robert Fugate has Series 66, SIE, and Series 7 licenses. In addition to working at Blue Ridge Wealth Planners, Bradley Robert Fugate is a Member/Owner of Cogdill One, LLC. The firm, Blue Ridge Wealth Planners, is a Registered Investment Advisor that provides financial planning, portfolio management, and educational seminars. The firm primarily works with high-net-worth individuals and individuals other than high-net-worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Costs associated with the content of the workshop and/or course
1
2
TN
10/18/2016 - Present
Blue Ridge Wealth Planners (KNOXVILLE TN)
TN
07/17/2017 - 12/31/2022
MADISON AVENUE SECURITIES, LLC (Knoxville TN)
TN
03/10/2016 - 07/17/2017
G.F. INVESTMENT SERVICES, LLC (KNOXVILLE TN)
BOTH
Issued 03/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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