Unclaimed Profile

Bradley James Haines

JUNCTURE WEALTH STRATEGIES, LLC·SCOTTSDALE, Arizona

Clean recordJUNCTURE WEALTH STRATEGIES, LLC

8777 E. VIA DE VENTURA, SCOTTSDALE, AZ 85258CRD# 2571132Firm CRD# 298110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley James Haines · SCOTTSDALE, AZ

Registration

CRD #2571132 · JUNCTURE WEALTH STRATEGIES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bradley James Haines is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with JUNCTURE WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JUNCTURE WEALTH STRATEGIES, LLC

AUM

$333M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JUNCTURE WEALTH STRATEGIES, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2571132

Firm CRD# 298110

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bradley James Haines offer?

Bradley James Haines specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Bradley James Haines's credentials?

Bradley James Haines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley James Haines located?

Bradley James Haines is based in SCOTTSDALE, Arizona, working with JUNCTURE WEALTH STRATEGIES, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Bradley James Haines charge for services?

Bradley James Haines's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JUNCTURE WEALTH STRATEGIES, LLC?

JUNCTURE WEALTH STRATEGIES, LLC has approximately 10 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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