Casey Bradley is a registered investment advisor, based in Roswell, GA, with 7 years of industry experience.
Location
500 Sun Valley Drive, Suite C4, Roswell, GA, 30076
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Regulatory History
Clean regulatory record
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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Casey is the CEO of Founder Financial, LLC, a support company operating under a DBA. Casey dedicates about half of their time to this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
MML Investors Services, LLC
February 2019 - October 2024 · 5 yrs 8 mos
MML Investors Services, LLCBroker
March 2018 - October 2024 · 6 yrs 7 mos
State Registrations10 states
FLGAILKYMONCNYTNTXVA
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.