linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Isaac Charles Braley

BTS Asset Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Isaac? Claim Your Profile

About Isaac Charles Braley

Isaac Charles Braley is a registered investment advisor representative with BTS Asset Management, Inc. located in Lincoln, MA. Isaac has been in the industry since September 1999. Isaac is a Series 6, 63, and 65 licensed professional. BTS Asset Management is a firm registered with the SEC and has offices in Lincoln, MA. BTS Asset Management provides portfolio management services for individuals, businesses, and investment companies. Isaac has a strong track record of success in the financial services industry and is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Isaac Braley is currently registered with BTS Asset Management, Inc.. BTS Asset Management, Inc. is a Lincoln, MA-based investment advisor with a focus on portfolio management for individuals, businesses, and investment companies. The firm offers market timing services and other advisory services, and manages over $208 million in assets for over 834 clients. They are registered with the SEC (SEC Number: 801-14895).
BTS Asset Management, Inc.

55 OLD BEDFORD ROAD

LINCOLN, MA 01773

$208.50M

Assets Under Management

Not reported

Total Clients

7

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

consultation services

Consultation 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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Isaac Braley’s Registration & Firm History

MA

01/12/2007 - Present

BTS Asset Management, Inc. (LINCOLN MA)

Not sure if Isaac Charles Braley is right for you?

Licenses & Designations

IA

Issued 12/04/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac Charles Braley.
Not sure if Isaac Charles Braley is right for you?