Brad KolderCRD Number: 6138126
Current Firm: 1st Global Advisors Inc.
Brad Kolder (CRD# 6138126) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Lafayette, LA and has over 3 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|1st Global Capital Corp.||Lafayette, LA||Nov 2012 - Current||4|
|1st Global Advisors Inc.||Lafayette, LA||Nov 2012 - Current||4|
|Kolder, Champagne, Slaven & Company||Lafayette, LA||Jan 2011 - Current||6|
|Allen & Gooch||Lafayette, LA||May 2010 - Jan 2011||< 1|
|Unemployed||Lafayette, LA||Jan 2010 - Apr 2010||< 1|
|Loyola Law School||New Orleans, LA||Aug 2006 - Dec 2009||3|
|La. Third Circuit Court Of Appeals, Judge J. Genovese||Opelousas, LA||May 2009 - Aug 2009||< 1|
|Unemployed||Baton Rouge, LA||Jan 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV