Unclaimed
Brady Mason Wright is an investment advisor representative with Golden Road Advisors LLC, based in Tampa, Florida. Brady has been in the industry since June 2023 and has been registered with the state of Florida since February 2024. Brady is a Series 65 licensed individual and specializes in financial planning, pension consulting, and selection of other advisors. Golden Road Advisors LLC provides investment advisory services to individuals, pension and profit sharing plans, and 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.
Guidance on pension options to ensure a secure financial future.
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.
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FL
02/14/2024 - Present
Golden Road Advisors LLC (TAMPA FL)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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