Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Mayer is a financial advisor in Pflugerville, TX with 23 years of experience in the financial services industry. Bradley Mayer is currently registered with Kingswood Wealth Advisors, LLC. Bradley Mayer is also registered with the following state(s): California, Maryland, New York, Texas and Virginia. Bradley Mayer has passed the Series 65, Series 66, Series 7 and SIE exams. Bradley Mayer has been associated with a number of firms during his career, including Benchmark Investments, LLC, IFS Securities, H. Beck, Inc., Jefferson Pilot Securities Corporation and American Express Financial Advisors Inc. Bradley Mayer's specializations include Retirement Planning, Portfolio Management, Estate Planning, Insurance and Financial Planning.
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.
Hourly consulting
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.
A percentage of the total value of assets under management is charged.
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2
TX
03/04/2022 - Present
Kingswood Wealth Advisors, LLC (Pflugerville TX)
NY
09/13/2019 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
GA
06/07/2017 - 09/11/2019
IFS SECURITIES (ATLANTA GA)
TX
10/15/2004 - 05/26/2017
H. BECK, INC. (Austin TX)
IN
07/22/2002 - 08/17/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
10/20/1999 - 07/10/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1999 - 07/10/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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