Bradley Harsch, financial advisor Logan UT

Bradley Harsch

CRD Number: 1944419
Current Firm: Strategic Advocates, LLC

Bradley Harsch (CRD# 1944419) is an Investment Advisor Representative working at Strategic Advocates, LLC in Logan, UT and has over 34 years of experience in the finance industry.

Similar Advisors
Stockton Gunnell, financial advisor Logan UT
Stockton N. Gunnell
CRD# 7058752
D.a. Davidson & Company
Similar Advisors
Steven Adams, financial advisor Logan UT
Steven C. Adams
CRD# 2627265
Adams Wealth Advisors
Similar Advisors
Anthony Allen, financial advisor Logan UT
Anthony J. Allen
CRD# 6718486
Andina Family Offices
Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Jan 2023 - Current 1
Strategic Advocates, LLC Logan, UT Aug 2022 - Current 1
Strategic Advocates, LLC Logan, UT Jul 2021 - Current 2
Cambridge Investment Research Inc. Fairfield, IA Feb 2014 - Dec 2022 8
Cambridge Investment Research Advisors Inc. Fairfield, IA Feb 2014 - Aug 2022 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Oct 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bradley Harsch
Phone Number: (435) 754-7888
Registered State(s):
  • CA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    364
    MILLIONS
  • Total Number of Accounts
    2,445
    ACCOUNTS
  • Average Account Value
    $148,688
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
Types of Clients
Registered States

AK, AL, AZ, CA, CO, FL, IA, ID, IN, LA, MI, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, WA, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.