Bradley Cole (CRD# 6307082) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Pasadena, CA and has over 10 years of experience in the finance industry. Bradley Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | South Pasadena, CA | Nov 2018 - Current | 5 |
| Zahorik Financial & Insurance Services, Inc. | Pasadena, CA | Jan 2015 - Current | 9 |
| Zahorik Financial | Pasadena, CA | Dec 2014 - Current | 9 |
| Meridian Capital | Upland, CA | Aug 2014 - Current | 9 |
| Health Insurance | Toluca Lake, CA | Jan 2014 - Current | 10 |
| Lifepro Financial Services | San Diego, CA | Sep 2013 - Current | 10 |
| Self-actor/musician | Toluca Lake, CA | Jan 1982 - Current | 42 |
| Signator Investors, Inc. | Pasadena, CA | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Pasadena, CA | Jun 2015 - May 2016 | < 1 |
| Life Alert | Encino, CA | Nov 2011 - Nov 2015 | 4 |
| Transamerica Financial Advisors, Inc. | Encino, CA | Feb 2014 - Nov 2014 | < 1 |
| Transamerica Financial Group | Encino, CA | Feb 2014 - Nov 2014 | < 1 |
| World Financial Group, Inc. | Encino, CA | Oct 2013 - Nov 2014 | 1 |
| Meridien Capital Real Estate | Upland, CA | Aug 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- CA
- NV
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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