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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 Bradberry is an investment advisor representative at Fisher Investments. Brian has been in the industry for over 14 years. Brian has several licenses and certifications, including Series 7, 31, 66, and SIE. Brian is registered with the states of Florida and Texas. Brian has experience working with individuals, high net worth individuals, investment companies, pooled investment vehicles, and charitable organizations. Prior to working with Fisher Investments, Brian worked with Truist Investment Services, Inc., Morgan Stanley, and Morgan Stanley & Co. Incorporated.
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.
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.
Portfolio assessment
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.
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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2
TX
06/21/2023 - Present
Fisher Investments (PLANO TX)
FL
05/01/2019 - 06/15/2023
TRUIST INVESTMENT SERVICES, INC. (LUTZ FL)
FL
06/01/2009 - 05/06/2019
MORGAN STANLEY (TAMPA FL)
FL
11/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
BOTH
Issued 12/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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