Unclaimed
Justin Brady is a financial advisor with Titleist Asset Management, LLC. Justin has been in the industry since 2004 and holds the Series 7, Series 63, and Series 66 licenses. Justin has worked with Edward Jones in the past and is working for Titleist Asset Managment, LLC as Brady Wealth Management, LLC. Justin's office is located in Nacogdoches, TX, and provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and high-net-worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
1
2
TX
02/26/2024 - Present
Titleist Asset Management, LLC (Nacogdoches TX)
TX
07/07/2004 - 03/04/2024
EDWARD JONES (NACOGDOCHES TX)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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