Bradford Cary (CRD# 1787811) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoga, WY and has over 36 years of experience in the finance industry.
CRD# 5308699
Traction Financial Partners
CRD# 6275753
Edward Jones
CRD# 4477422
Traction Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Cary Financial Services | Saratoga, WY | Nov 2006 - Current | 17 |
Eagle Strategies Corp | Saratoga, WY | Apr 1999 - Current | 24 |
Nylife Securities Inc. | Casper, WY | Dec 1987 - Current | 36 |
New York Life Insurance Co | Casper, WY | Jul 1987 - Current | 36 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1988 |
S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- WY
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Total Assets Under Management16,667MILLIONS
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Total Number of Accounts87,580ACCOUNTS
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Average Account Value$190,309
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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