Broc Stradley, financial advisor Berea OH

Broc Stradley

CRD Number: 6648047
Current Firm: Westpoint Wealth Management, LLC

Broc Stradley (CRD# 6648047) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Westpoint Wealth Management, LLC Utica, OH Nov 2020 - Current < 1
Parkland Securities Ann Arbor, MI Jun 2019 - Current 2
Mml Investors Services LLC Cincinnati, OH Jun 2017 - May 2019 1
Mass Mutual Cincinnati, OH May 2017 - May 2019 2
Parkland Securities, LLC New Albany, OH May 2016 - May 2017 1
Tri-phase Flooring Utica, OH Apr 2012 - May 2017 5
Gililland-lee Financial Group New Albany, OH May 2016 - Aug 2016 < 1
Home Depot Newark, OH Jun 2014 - Aug 2014 < 1
Utica High School Utica, OH May 2009 - May 2013 4

Broc Stradley has no recent exams reported.
Contact Info for Broc J. Stradley
Phone Number: 866-640-7908
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $86,457
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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