Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Covey is an Investment Advisor Representative associated with Avidian Wealth Solutions. Bradley is a Certified Financial Planner with over 25 years of experience in the financial industry. Bradley has been associated with Avidian Wealth Solutions since March 2018, and was previously associated with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Bradley holds multiple securities licenses and is registered with the states of Colorado, Florida, Louisiana, New York, South Carolina, and Texas. Bradley's specializations include retirement planning, investment management, estate planning, and insurance. Avidian Wealth Solutions is an independent Registered Investment Advisor firm that offers a variety of financial services to individuals, families, and businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Mgmt of pooled investment vehicles
1
2
TX
10/10/2018 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
10/01/2012 - 10/23/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
05/08/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
NY
06/16/2000 - 03/22/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MD
10/16/1997 - 06/28/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 01/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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