Brady Welles
Brady Welles is a registered investment advisor at Cetera Investment Advisers LLC, based in Woodland Hills, CA, with 5 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5950 Canoga Ave, Ste 601, Woodland Hills, CA, 91367
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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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Brady works as a client service assistant at Canyon Oak Financial, providing accounting and tax services. This is a full-time commitment for Brady.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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