Serving EECU’s Barstow branch
CA Insurance License #0765928
EECU Member Investment Services
455 E. Barstow
Fresno, CA 93710
Bradley is an Investment Representative and currently holds Series 7 and 24 securities registrations held through LPL Financial, and is a California licensed life insurance agent. He has been in the securities industry since 1987, and is known for helping his clients understand the sometimes confusing world of investing. His practice consists primarily of retirement and investment planning with an emphasis on 403(b), individual retirement accounts, and tax-advantage* investing.
Brad is a Fresno native and graduated from California State University, Fresno with a B.S. in Business Administration. He continued his education at the London School of Economics and Political Science in London, England. Brad joined EECU in 1997.
Outside of work, Brad is an avid outdoorsman and enjoys hiking, hunting, and fishing in the Sierras.
*Investors should consult a tax advisor professional before implementing any tax savings investment as Brad is not a Certified Public Accountant or tax advisor.