John
Brady
Triumph Wealth Advisors, Inc
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About this Advisor
John Brady is a financial advisor operating in Frisco, Texas with 5 years of industry experience. Brady is an employee of Triumph Wealth Advisors, Inc. Over the course of their career, they have held roles at Integrated Financial Solutions Group, Vfg Securities, Inc, Vfg Advisors, Inc, World Equity Group, Inc, Tcm Securities, Inc and Triumph Wealth Advisors, Inc. Brady maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Missouri, North Carolina and Texas. Triumph Wealth Advisors, Inc is a financial advisory company headquartered in Woodstock, GA. The company has offices in three locations and a total of 21 financial advisors. It controls $23 million in assets under management across its 190 accounts, making it one of the smaller firms in the nation by assets under management. Triumph Wealth Advisors, Inc provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on the type of financial services provided. However, fees billed by Triumph Wealth Advisors, Inc likely include any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triumph Wealth Advisors, Inc Brokerage Details
$23,413,000
21
190
$123,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Brady Work History
John has been registered as a financial advisor for 5 years.*
World Equity Group, Inc
Triumph Wealth Advisors, Inc
Tcm Securities, Inc
Vfg Securities, Inc
Vfg Advisors, Inc
Integrated Financial Solutions Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Brady to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Triumph Wealth Advisors, Inc
Raleigh, NC
Woodstock, GA
Woodstock, GA
Boca Raton, FL
Woodstock, GA
Frisco, TX
Tucson, AZ
Woodstock, GA
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