Bradley Kendall (CRD# 7166341) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 3 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tassel Capital Management Inc. | Matthews, NC | Oct 2020 - Current | 3 |
| Nylife Securities, LLC | Charlotte, NC | Jan 2020 - Sep 2020 | < 1 |
| New York Life Insurance Company | Charlotte, NC | Aug 2019 - Sep 2020 | 1 |
| Unemployed | Clemson, SC | Sep 2018 - Aug 2019 | < 1 |
| Clemson University | Clemson, SC | Aug 2015 - May 2019 | 3 |
| Quicken Loan Mortgage Services | Charlotte, NC | May 2018 - Aug 2018 | < 1 |
| Unemployed | Clemson, SC | Sep 2017 - Apr 2018 | < 1 |
| Gethsemane Garden Christian Centre | Charlotte, NC | May 2017 - Aug 2017 | < 1 |
| Unemployed | Clemson, SC | Sep 2016 - Apr 2017 | < 1 |
| Samaritan's Feet | Charlotte, NC | May 2016 - Aug 2016 | < 1 |
| Unemployed | Clemson, SC | Sep 2015 - Apr 2016 | < 1 |
| Unemployed | Charlotte, NC | Dec 2008 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
| S63 | Uniform Securities State Law Examination | May 2020 |
- NC
- SC
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts721ACCOUNTS
-
Average Account Value$253,134
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, FL, NC, NH, SC, VA
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.