Bradley E. Graber
Professional summary
Bradley Eric Graber, CFP®, who also goes by Brad Eric Graber, Brad Graber, is a registered financial advisor currently at GENESIS ADVISORS, LLC located in Fishers, Indiana.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Bradley has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Eric Graber's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 12, 2009 - Present
GENESIS ADVISORS, LLC
Office #1: 10150 Lantern Road Suite 175, Fishers, IN 46037January 13, 2009 - September 30, 2009
PRIVATE WEALTH ADVISORS, INC.
October 19, 2004 - December 31, 2008
PRIVATE CONSULTING GROUP, INC.
February 9, 2001 - March 30, 2009
PRIVATE CONSULTING GROUP, INC.
October 2, 2000 - February 14, 2001
KESTRA INVESTMENT SERVICES, LLC
January 11, 1999 - October 3, 2000
CONSECO SECURITIES, INC.
May 21, 1996 - November 23, 1998
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/6/2019)
(11/6/2019)
(11/12/2009)
(4/1/2020)
(5/18/2020)
Exams
Current Firm
GENESIS ADVISORS, LLC
CRD#: 151976 / SEC#: 801-134853
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 352 |
| AUM (Assets Under Management) | $ 120,574,918 |
Red Flags
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