Profil
Mr. Unruh began his securities career in 1984 with Dean Witter Reynolds (now Morgan Stanley Dean Witter) in Des Moines, Iowa.
Prior to that, he had worked for several years as a sales representative for the McKesson Corporation, covering several mid-western states.
However, his strong interest in the stock market led him to pursue a career in the financial services industry.
In 1987, he moved from Iowa to the Austin area and continued his affiliation with Dean Witter.
In 1993, he began working as an investment broker at NationsBanc Investments which, at the time, was co-owned by Dean Witter.
Eventually, NationsBanc discontinued its relationship with Dean Witter but Brad stayed on to head up an office in Georgetown, Texas, a growing community just north of Austin.
Brad graduated from the University of Iowa with a Bachelor of Business Administration degree in 1979.
He also holds the Accredited Asset Management Specialist (AAMS ®) designation from the College for Financial Planning, and has attended numerous educational seminars and continuing education classes during his securities career.
He holds the NASD Series 6, 7, 63 and 65 securities licenses and is also currently pursuing the CERTIFIED FINANCIAL PLANNER TM* (CFP ®) designation at The University of Texas Professional Development Center in Austin.
Anciens postes connus de Brad Unruh
| Sociétés | Poste | Fin |
|---|---|---|
Halbert Wealth Management, Inc.
 Halbert Wealth Management, Inc. Investment ManagersFinance Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Gestionnaire de Portefeuille-Actions | 01/01/2007 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 31/12/1992 |
| MCKESSON CORPORATION | Corporate Officer/Principal | 31/12/1983 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MCKESSON CORPORATION | Distribution Services |
| Entreprise privées | 2 |
|---|---|
Halbert Wealth Management, Inc.
Halbert Wealth Management, Inc. Investment ManagersFinance Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
