Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley McGrew is a financial advisor with Waypoint Wealth Counsel LLC, a firm registered with the SEC. Bradley has been in the financial industry for over 15 years and holds the Series 66 and Series 7 licenses. He is also a Certified Financial Planner. Bradley is a Registered Investment Advisor and is currently registered in Georgia, Louisiana and Texas. Bradley's background and experience help to bring a wealth of knowledge and understanding to each client.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
04/27/2022 - Present
Waypoint Wealth Counsel LLC (ATLANTA GA)
GA
10/17/2006 - 10/08/2009
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 11/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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