Brad Cole

Brad Cole

Registered Associate

 

Bradley Cole is a FINRA Registered Associate at BCO Wealth Management. In this capacity, he plays a vital role in supporting financial advisors by conducting research, gathering and analyzing data, promptly addressing client inquiries, developing comprehensive financial plans, and providing regular updates on the progress of these plans.


Brad graduated Magna Cum Laude from The University of New Mexico, earning a B.A. in Business Management with a concentration in finance. In addition to his academic success, Brad holds the FINRA Series 7, 65, and 63 licenses. Moreover, he possesses the NM Life and Health Insurance License. With a strong background in finance and accounting, backed by two years of prior experience, Brad brings a wealth of practical knowledge to his current role.


Outside of work, Brad engages in activities such as playing golf and pickle ball. Additionally, he likes to spend time with his loved ones, whether it involves enjoying quality moments with his wife and dog or socializing with family and friends. Brad likes to stay entertained by exploring new TV shows and podcasts.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck