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 63, Series 65
Industry experience
14 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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2023 - Present (3 years)
Freedom Financial Tax, LLC
2018 - Present (8 years)
Freedom Financial Insurance, LLC dba AJ Freedom Financial
2018 - 2023 (5 years)
AJ Freedom Financial, Inc.
2015 - 2017 (2 years)
Gradient Securities, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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