Bradley Cole is a FINRA Registered Associate, investment adviser representative, and licensed insurance agent. He supports financial advisors by conducting research, analyzing data, addressing client inquiries, developing comprehensive financial plans, and providing progress updates.
Brad attended the University of New Mexico, where he played on the men's golf team and graduated Magna Cum Laude with a B.B.A. in finance. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 65, and 63 licenses, as well as a New Mexico Life and Health Insurance License. With a strong background in finance and accounting and two years of experience, Brad brings valuable practical knowledge to his role.
Outside of work, Brad enjoys playing golf and pickleball, spending quality time with his wife and dog, and socializing with family and friends. He also likes exploring new TV shows and podcasts.