Brad Feldman
Brad Feldman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, TX, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
110 Lang Road, Portland, TX, 78374
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2023Customer Dispute
February 2023Customer Dispute
August 2021Customer Dispute
July 2021Customer Dispute
March 2001Other Business Activities
Brad works as a financial advisor/employee at Security Service FCU since 2015, dedicating about 10-20% of his time. He also works at Security Service Investment Group since 2020, selling and servicing new brokerage accounts, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Citicorp Investment ServicesBroker
State Registrations6 states
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.