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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Arthur Badgley is a financial advisor at Pathstone. Brian has been in the financial services industry since 2001 and has a strong track record of success. He is a Chartered Financial Analyst and holds the Series 7, Series 55, and Series 63 licenses. Brian specializes in providing financial planning, portfolio management, and family office services. He has experience working with high-net-worth individuals, families, and institutions. Brian is committed to providing his clients with personalized financial advice and solutions that meet their unique needs.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
09/19/2023 - Present
Pathstone (NEWTOWN SQUARE PA)
NY
06/29/2007 - 06/12/2008
SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)
PA
08/27/2001 - 06/12/2008
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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