BP
BP

Bradley Edwin Phelan

9 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M
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Location

4975 Preston Park Blvd., Suite 820, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bradley is the owner and only shareholder of GJ 627, Inc., a consulting firm. He spends about a quarter to half of his time consulting with business owners on strategy, processes, and planning.

Employment History
Current Registrations
Crescent Advisor Group, INC.
August 2016 - Present · 9 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.