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.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westpoint Wealth Management, Llc Dba Triphase | Utica, OH | Oct 2020 - Current | 3 |
| Parkland Securities | Ann Arbor, MI | Jun 2019 - Nov 2020 | 1 |
| Spc | Utica, OH | Jun 2019 - Nov 2020 | 1 |
| Mml Investors Services LLC | Cincinnati, OH | Oct 2018 - May 2019 | < 1 |
| Mml Investors Services LLC | Cincinnati, OH | Sep 2018 - 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 |
- OH
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts752ACCOUNTS
-
Average Account Value$78,836
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OH, SC
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