Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brady? Claim Your ProfileBrady Monetus Blackburn is a financial advisor with Truist Advisory Services, Inc. based in Asheville, NC. Brady has been a registered representative since 1999 and has experience working at several firms including BB&T Securities, LLC, BB&T Investment Services, Inc., LPL Financial Corporation, UVEST Financial Services Group, Inc., First Citizens Investor Services, Inc., and Wachovia Securities, Inc. Brady holds Series 6, 7, 24, 26, 62, and 63 licenses and is also a Certified Financial Planner. Brady specializes in providing financial planning services and portfolio management for individuals 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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (ASHEVILLE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
06/29/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ASHEVILLE NC)
NC
12/09/2009 - 05/06/2010
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
NC
11/01/2006 - 03/10/2008
UVEST FINANCIAL SERVICES GROUP, INC. (WINSTON-SALEM NC)
NC
01/31/2002 - 03/09/2005
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
11/28/2001 - 02/01/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
03/23/1999 - 02/09/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 5/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/8/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/9/2011
Series 24 - General Securities Principal Examination
BC
Issued 4/26/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 3/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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