Bradley Mayer is a CFP-designated registered investment advisor, based in Austin, TX, with 20 years of industry experience.
Location
98 San Jacinto, 2nd Floor, Austin, TX, 78701
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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.
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Bradley is a Private Client Advisor at Texas Capital Bank, dedicating full-time hours to this role. He also serves as President of Exit Planning Exchange and a Board Member of Positive Coaching Alliance, dedicating minimal time to each.
Employment History
Current Registrations
Tcbi Securities, INC.Broker
Texas Capital Bank Private Wealth Advisors
Previous Registrations
Comerica SecuritiesBroker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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.