David Brady (CRD# 2486109) is an Investment Advisor Representative working at Brady Investment Counsel LLC in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brady Investment Counsel LLC | Chicago, IL | Sep 2003 - Current | 20 |
| Columbia Management Company | Portland, OR | Apr 2003 - Current | 21 |
| Stein Roe And Farnham | Chicago, IL | Nov 1993 - Current | 30 |
- IL
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$3,083,333
- A percentage of assets under your management
- Hourly charges
- Other
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
IL
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