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Brady Todd Bottoms

Charles Schwab & CO., Inc.

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About Brady Todd Bottoms

Brady Bottoms is a financial advisor associated with Charles Schwab & Co., Inc. Brady has been in the industry since 2009 and currently holds the Series 6, 7TO, and 63 licenses. Brady is registered to sell securities in California, Colorado, and Texas. Prior to working with Charles Schwab & Co., Inc. Brady was associated with INVESCO AIM DISTRIBUTORS, INC. Brady has experience working with individual investors and pension and profit sharing plans. Brady provides financial planning, wrap fee programs, and other advisory services.

Firm Information

Brady Bottoms is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Brady Bottoms’s Registration & Firm History

CO

08/19/2011 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

TX

04/25/2007 - 08/31/2009

INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 01/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brady Todd Bottoms.
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