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Isaac Bradley

Homrich Berg

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About Isaac Bradley

Isaac Bradley is an investment advisor representative associated with Homrich Berg, based in Atlanta, Georgia. Isaac Bradley holds a Series 7TO and SIE licenses, along with the Series 66, also known as the Uniform Combined State Law Examination. Isaac Bradley has been working in the financial industry since May 2017, and previously held positions with Wells Fargo Bank and Wells Fargo Clearing Services. Prior to working in finance, Isaac Bradley was an attorney for Lynch & Eatman LLP in Raleigh, North Carolina.

Firm Information

Isaac Bradley is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Isaac Bradley’s Registration & Firm History

GA

10/20/2022 - Present

Homrich Berg (ATLANTA GA)

MO

02/22/2022 - 09/14/2022

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/05/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Isaac Bradley.
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