Bradford Cary, financial advisor Saratoga WY

Bradford Cary

CRD Number: 1787811
Current Firm: Eagle Strategies LLC

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.

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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
Contact Info for Bradford C. Cary
Phone Number: (888) 695-3245
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, WY

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