Bradley Fogleman (CRD# 5905711) is an Investment Advisor Representative working at Grand Capital Advisors, LLC in Grand Blanc, MI and has over 13 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grand Capital Advisors, LLC | Grand Blanc, MI | May 2019 - Current | 4 |
| Trade Winds Financial, LLC | Fenton, MI | Oct 2010 - May 2019 | 8 |
| Citizens Bank | Flint, MI | Jun 1973 - May 2019 | 45 |
| Trade Winds Financial, LLC | Fenton, MI | Oct 2010 - Apr 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- MI
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts215ACCOUNTS
-
Average Account Value$428,988
- 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
MI, TX
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