ADVISOR BIO

Bradley John Harmeyer is a financial advisor with over 40 years of experience in the industry. Bradley is registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in several states. Bradley has a broad range of experience in the industry, having worked for several financial institutions, including UBS Financial Services Inc., U.S. Bancorp Piper Jaffray Inc., First Union Securities, Inc., and Bateman Eichler, Hill Richards, Incorporated. Bradley holds several securities licenses, including Series 3, Series 7, and Series 63. Bradley also holds a Series 65 license, which allows him to provide investment advice as an Investment Advisor Representative. Bradley is a Registered Representative of Wells Fargo Clearing Services, LLC and is also an Investment Advisor Representative for Wells Fargo Advisors LLC. Bradley provides investment advice to individual and institutional clients. Bradley specializes in providing portfolio management for businesses and individuals, as well as financial planning, pension consulting, and selection of other advisors. Bradley is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Bradley Alexander Finnigan is a financial advisor at RBC Capital Markets, LLC in Beverly Hills, CA. Bradley has been working in the financial industry since October 6, 2002. Bradley has a Series 66, Series 7 and SIE licenses. Bradley has experience working at Morgan Stanley and UBS Financial Services Inc. in Beverly Hills, CA. Bradley is registered with the states of Arizona, Arkansas, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

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ADVISOR BIO

Bradley Lester Swain is a financial advisor who has been in the industry since September 13, 1995. Bradley is currently registered with Wedbush Securities Inc. and is based in San Diego, California. Prior to joining Wedbush Securities, Bradley worked at UBS Financial Services Inc. and Dean Witter Reynolds Inc. Bradley is a licensed investment advisor and holds the Series 63, Series 65, Series 7, Series 31 and SIE licenses. Bradley is specialized in various areas including retirement planning, college savings, investment planning and estate planning.

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ADVISOR BIO

Bradley W. Nering is a registered representative with Wells Fargo Clearing Services, LLC. Bradley has been in the securities industry for over 12 years, previously working with AXA Advisors, LLC. Bradley is licensed to provide investment advice in several states including California, Texas, Arizona, Colorado, Illinois, and more. Bradley Nering's primary focus is on investment consulting services to institutional clients.

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ADVISOR BIO

Bradley Michael Cotner is an Investment Advisor Representative who has been in the industry since March 2016. Bradley Michael Cotner is registered with Tamar Securities, LLC and is licensed in California. Bradley Michael Cotner has a Series 65 license and specializes in providing financial planning, portfolio management, and pension consulting services. Bradley Michael Cotner's firm, Tamar Securities, LLC, serves high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth clients. Tamar Securities, LLC manages approximately $1.09 billion in assets for its clients.

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ADVISOR BIO

Bradley Hamlin is a financial advisor with over 30 years of experience in the financial services industry. Bradley currently works at J.P. Morgan Securities LLC, where Bradley provides financial planning, portfolio management, and selection of other advisors. Previously, Bradley has worked at UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., CIBC World Markets Corp., Prudential Securities Incorporated, Smith Barney Inc., Lehman Brothers Inc. and Bear, Stearns & Co. Inc. Bradley holds licenses to conduct business in several states including California, Maine, Texas, and several others. Bradley holds the Series 31, Series 7, and SIE licenses.

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ADVISOR BIO

Bradley Quan is a financial advisor with UBS Financial Services Inc. Bradley has been in the industry since 2004 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Credit Suisse Securities (USA) LLC. Bradley holds both Series 63 and Series 66 licenses. Bradley has expertise in Financial Planning, Pension Consulting, Educational Seminars, Selection of other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals and Publication of Periodicals.

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ADVISOR BIO

Bradley Boulton is a financial advisor with Wealth Enhancement Advisory Services, LLC and has been in the industry since 2012. Bradley Boulton has a Series 7, Series 63, Series 24, and Series 65 license and has a Certified Financial Planner designation. Bradley Boulton's specialties include providing financial advice to individuals, families, and small businesses.

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ADVISOR BIO

Bradley White is a financial advisor currently registered with Mercer Global Advisors Inc.. Bradley has been in the financial services industry since January 2012. Bradley holds a Series 6, 7, 24 and 66 license. Bradley is a Certified Financial Planner. Bradley's previous employment includes MML INVESTORS SERVICES, LLC, NEW ENGLAND SECURITIES and SAGEPOINT FINANCIAL, INC..

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ADVISOR BIO

Brady William Schmidt is a financial advisor with over 18 years of experience in the financial services industry. Brady is a Certified Financial Planner™ professional and is currently registered with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Brady's areas of expertise include financial planning, investment management, and retirement planning. Brady holds Series 7 and Series 66 securities licenses and is registered to provide investment advice in multiple states. Brady is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS