Bradley Konawalik, financial advisor Charlotte NC
93 score

Bradley Konawalik

CRD Number: 4533441
Current Firm: Msi Financial Services, Inc.

Bradley Konawalik (CRD# 4533441) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Charlotte, NC Feb 2011 - Current 5
Securian Financial Advisor St.paul, MN Jun 2009 - Jan 2011 1
Minnesota Life Insurance Company St. Paul, MN Jun 2009 - Jan 2011 1
Gcg Wealth Management Charlotte, NC Jun 2009 - Jan 2011 1
American Express Financial Advisors Allentown, PA Sep 2002 - Jun 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Bradley P. Konawalik
Phone Number: 800-638-8378
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, 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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