Bradley Catherman (CRD# 6693396) is an Investment Advisor Representative working at Granite Financial Advisors, Inc. in Lewisburg, PA and has over 7 years of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Granite Financial Advisors | Mifflinburg, PA | Jun 2016 - Current | 7 |
| Lewisburg Area School District | Lewisburg, PA | Aug 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- PA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$73,327
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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