Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Martin Brady is a financial advisor with over 30 years of experience in the industry. John is currently registered with Triumph Wealth Advisors, Inc. and Leadership Financial Advisors, LLC. Previously, John has worked with several firms including VFG Securities, Inc., Madison Avenue Securities, Inc., The O.N. Equity Sales Company, Park Avenue Securities LLC, and NYLIFE Securities Inc. John holds Series 6, 7, 63, and 65 licenses, and is a licensed insurance agent. John provides financial planning, investment advisory services, and sells investment advisory services. John also offers plan design services for a fee and charges an hourly fee. John has over 241 clients with assets under management of over $28 million.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Fee for plan design
1
2
TX
10/15/2024 - Present
Triumph Wealth Advisors, Inc. (Plano TX)
TX
12/13/2017 - 07/31/2019
TAYLOR CAPITAL MANAGEMENT INC. (Plano TX)
TX
11/09/2010 - 11/13/2017
VFG SECURITIES, INC. (PLANO TX)
TX
09/16/2008 - 11/10/2010
MADISON AVENUE SECURITIES, INC. (PLANO TX)
TX
12/14/2006 - 09/18/2008
THE O.N. EQUITY SALES COMPANY (FRISCO TX)
TX
05/10/2002 - 12/18/2006
PARK AVENUE SECURITIES LLC (FRISCO TX)
NY
02/25/1991 - 03/14/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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