Brad Lay, CRPC, AAMS

Brad lay, crpc, aams

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location of Brad Lay, CRPC, AAMSThompsons Station, Tennessee, United States
Phone number of Brad Lay, CRPC, AAMS+91 xxxx xxxxx
Followers of Brad Lay, CRPC, AAMS525 followers
  • Timeline

    May 2001 - Feb 2003

    Manager in Traning

    Bank of America
    Feb 2003 - Sept 2019

    Financial Advisor, Vice President of Investments

    Raymond James
    Sept 2019 - Jan 2023

    Financial Advisor

    Legacy Investment Planning
    Jan 2023 - now

    Financial Advisor

    StoneX Advisors Inc.
    Current Company
    Oct 2024 - now

    Partner

    Oak Crest Financial Partners
  • About me

    Partner at Oak Crest Financial Partners

  • Education

    • Tennessee tech university

      1995 - 1999
      Bachelor of science (bs) business administration
    • Tennessee technological university - college of business administration

      1995 - 1999
      Bs business administration and management, general
  • Experience

    • Bank of america

      May 2001 - Feb 2003
      Manager in traning
    • Raymond james

      Feb 2003 - Sept 2019
      Financial advisor, vice president of investments
    • Legacy investment planning

      Sept 2019 - Jan 2023
      Financial advisor
    • Stonex advisors inc.

      Jan 2023 - now
      Financial advisor
    • Oak crest financial partners

      Oct 2024 - now
      Partner
  • Licenses & Certifications

    • The six types of working genius certification

      The six types of working genius
      Feb 2022