Bradley Covey is a CFP-designated registered investment advisor, based in Houston, TX, with 28 years of industry experience.
Location
800 Town & Country Blvd, Ste 220, Houston, TX, 77024
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Regulatory History (3)
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Customer Dispute
May 2008Settled
Customer Dispute
April 2008Settled
Customer Dispute
June 2001Settled
Other Business ActivitiesSells Insurance
Bradley is an Executive Vice President/Partner at Avidian Wealth, a Registered Investment Advisor, dedicating full-time hours to this role. He is also a Partner at Avidian Insurance Agency, spending minimal time per month on insurance-related activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2018 - Present · 7 yrs 6 mos
Avidian Wealth Solutions
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - October 2018 · 6 yrs
J.P. Morgan Securities LLC
October 2012 - October 2018 · 6 yrs
Chase Investment Services CORP.
April 2005 - October 2012 · 7 yrs 6 mos
Chase Investment Services CORP.Broker
May 2002 - October 2012 · 10 yrs 5 mos
RBC Dain Rauscher INC.Broker
June 2000 - March 2002 · 1 yr 9 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1997 - June 2000 · 2 yrs 8 mos
State Registrations5 states
COFLNYSCTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.