Bradley Unruh, financial advisor Austin TX
93 score

Bradley Unruh

CRD Number: 1326263
Current Firm: Halbert Wealth Management, Inc.

Bradley Unruh (CRD# 1326263) is an Investment Advisor Representative working at Halbert Wealth Management, Inc. in Austin, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Profutures Financial Group, Inc. Austin, TX Jul 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for Bradley J. Unruh
Phone Number: 512-263-3800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $145,827
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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