Bradley Cole (CRD# 7439066) is an Investment Advisor Representative working at Bco Wealth Management, LLC in Carlsbad, NM and has over 2 years of experience in the finance industry.
CRD# 2187064
Bco Wealth Management, LLC
CRD# 6230931
Lpl Financial LLC
CRD# 6315532
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bco Wealth Management, LLC | Carlsbad, NM | Mar 2024 - Current | < 1 |
| Lincoln Investment | Fort Washington, PA | Apr 2023 - Current | 1 |
| Bco Wealth Management LLC | Carlsbad, NM | Apr 2023 - Current | 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Sep 2021 - Mar 2023 | 1 |
| Discovery Land Company | Scottsdale, AZ | Jan 2021 - Aug 2021 | < 1 |
| University Of New Mexico | Albuquerque, NM | Aug 2017 - May 2021 | 3 |
| Burba, Cole, & Overstreet LLC | Carlsbad, NM | Jun 2020 - Aug 2020 | < 1 |
| Burba, Cole, & Overstreet LLC | Carlsbad, NM | Jun 2019 - Aug 2019 | < 1 |
| Carlsbad High School | Carlsbad, NM | Aug 2013 - May 2017 | 3 |
| Lake Carlsbad Golf Course | Carlsbad, NM | Aug 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NM
- TX
-
Total Assets Under Management267MILLIONS
-
Total Number of Accounts1,072ACCOUNTS
-
Average Account Value$249,280
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CO, KS, LA, MO, NM, OK, TX
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