Stephen Brady (CRD# 2138826) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Chesterton, IN and has over 32 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Financial Securities Corporation | Chesterton, IN | Aug 2022 - Current | 1 |
American United Life | Chesterton, IN | Oct 2008 - Aug 2022 | 13 |
Oneamerica Securities | Chesterton, IN | Oct 2008 - Aug 2022 | 13 |
Heritage Advisory Group | Chesterton, IN | Aug 2001 - Aug 2022 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1992 |
S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- IN
- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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