Bradley Sims (CRD# 5125825) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Roswell, GA and has over 16 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Atlanta, GA | Mar 2020 - Current | 4 |
| Transamerica Life Insurance Company | Atlanta, GA | Feb 2020 - Current | 4 |
| Retirement Fund Management, LLC | Atlanta, GA | Oct 2017 - Feb 2020 | 2 |
| Arkadios Capital | Atlanta, GA | Mar 2017 - Sep 2017 | < 1 |
| Acg Wealth, Inc. | Atlanta, GA | Jul 2012 - Sep 2017 | 5 |
| Triad Advisors, Inc, | Norcross, GA | Mar 2012 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- GA
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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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