Bradley SlaterCRD Number: 5549046
Current Firm: Lion Street Advisors, LLC
Bradley Slater (CRD# 5549046) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 3 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Lion Street Financial||Austin, TX||Jul 2015 - Current||1|
|Cambridge Investment Research Inc.||Fairfield, IA||Nov 2014 - Jul 2015||< 1|
|Nfp Securities Inc.||Austin, TX||Feb 2011 - Oct 2014||3|
|Frost National Bank||Austin, TX||Dec 2008 - Feb 2011||2|
|Ameriprise Financial Services Inc.||Austin, TX||Jun 2008 - Aug 2008||< 1|
|Texas A&m University||College Station, TX||Sep 2003 - May 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management100MILLIONS
Total Number of Accounts200ACCOUNTS
Average Account Value$501,781
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, MO, ND, NE, NJ, NM, NY, OK, PA, SD, TX, VA
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