Advisor at Gradient Securities, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gradient Securities, LLC
Location
Sayre, PA 18840
Credentials
Series 66
Industry experience
3 years
Financial planning offered on a negotiated fixed fee basis.
$0+: up to 2.00% maximum annual fee, negotiable based on money manager, advisor, and asset size (asset management) $0+: up to 1.00% maximum annual fee, negotiable (ERISA plan services) $0+: varies by TPM; examples include 1.00%, 1.25%, 1.75%, 2.00%, etc.
IARs may receive compensation as registered representatives of the broker-dealer for sale of securities or insurance products.
Hourly planning services up to $300 per hour, negotiated and agreed upon prior to services.
Account minimum: No minimum to open an account. Some Third-Party Managers (TPMs) may have their own account minimums. Fee-only: Financial planning fees on a negotiated fixed fee basis based on complexity; hourly fees up to $300/hour; fees for TPMs vary per their schedule.
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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Owego, NY
Edward Jones
Series 63
Waverly, NY
Edward Jones
Series 63, Series 65
Sayre, PA
Your Money Matters Wealth Management, LLC
CFP®, Series 63
Waverly, NY
Belpointe Asset Management LLC
Series 63, Series 65, Series 66
Sayre, PA
LPL Financial
Series 66
Waverly, NY
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