Brad Braithwaite, financial advisor Fort Worth TX
68 score

Brad Braithwaite

CRD Number: 6387403
Current Firm: First Command Advisory Services

Brad Braithwaite (CRD# 6387403) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Advisory Services Fort Worth, TX Dec 2015 - Current 1
First Command Financial Planning, Inc. Fort Worth, TX Sep 2014 - Current 2
Apple, Inc. Raleigh, NC Sep 2011 - Sep 2014 3
North Carolina State Employees' Credit Union Raleigh, NC Aug 2009 - Apr 2012 2
New Hanover County Department Of Social Services Wilmington, NC Aug 2008 - Aug 2009 1
University Of North Carolina At Wilmington Wilmington, NC Jun 2007 - Aug 2008 1
University Of North Carolina At Chapel Hill Chapel Hill, NC Sep 2006 - Jun 2007 < 1
Wachovia Bank And Trust, Na Raleigh, NC Jan 2005 - Aug 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Oct 2014
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Brad H. Braithwaite
Phone Number: 817-731-8621
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,608
    MILLIONS
  • Total Number of Accounts
    78,155
    ACCOUNTS
  • Average Account Value
    $122,939
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
68

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