Richard Brady (CRD# 7229552) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Cedar Park, TX and has over 4 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Cedar Park, TX | Feb 2024 - Current | < 1 |
| Vital Retirement | Cedar Park, TX | Oct 2023 - Current | < 1 |
| Portside Wealth Group | Provo, UT | Apr 2023 - Feb 2024 | < 1 |
| Oxford Wealth Advisors | Austin, TX | Sep 2018 - Oct 2023 | 5 |
| Townsquare Capital | Austin, TX | Apr 2020 - Jun 2023 | 3 |
| Unemployed | Leander, TX | Apr 2018 - Sep 2018 | < 1 |
| Sunpower Corp | San Jose, CA | Sep 2012 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- TX
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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