Unclaimed
Brady Bassford is a financial advisor with LPL Enterprise, LLC. Brady has been in the financial industry since 2015. Brady is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Brady is also registered with the states of California, Delaware, District of Columbia, Florida, Maryland, Michigan, Montana, New Jersey, and Virginia. Brady holds the following licenses: Series 6, Series 7, Series 26, Series 63, and Series 66. Brady specializes in financial planning, portfolio management, and educational seminars. Brady is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
MD
11/14/2024 - Present
LPL Enterprise, LLC (NORTH BETHESDA MD)
MD
08/27/2015 - 09/10/2015
PRUCO SECURITIES, LLC. (Bethesda MD)
BOTH
Issued 06/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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