John Brady is a registered investment advisor at Leadership Financial Advisors, LLC, based in Plano, TX, with 34 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 37 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
6275 W Plano Parkway, Suite 500, Plano, TX, 76093
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent Texas State life insurance agent and managing partner at LFSG, LLC, selling various insurance products and annuities, dedicating about 10-20% of his time. He is also an IAR at Triumph Wealth Advisors, Inc., providing investment advisory services for third-party money managers, which takes approximately 60-80 hours per month.
Employment History
Current Registrations
Leadership Financial Advisors, LLC
Triumph Wealth Advisors, INC.
Previous Registrations
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Vfg Advisors, INC.
Vfg Securities, INC.Broker
Madison Avenue Securities, INC.
Madison Avenue Advisors, INC.
Madison Avenue Securities, INC.Broker
The O.N. Equity Sales CompanyBroker
Park Avenue Securities LLCBroker
Nylife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.