Gradepoint Financial
Financial Services
Services That Lift the Administrative Burden.
16 employees
- Employees
- 16
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Gradepoint Financial Overview
- Headquarters
- Services That Lift the Administrative Burden.
- Website
- www.gradepointfinancial.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2023
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Gradepoint Financial
At GradePoint Financial, we know independence doesn’t have to mean doing it all on your own. We’re a home for independent advisors who want to spend more time with clients—and less time running a business. From full operational support and collaborative advisor relationships to growth strategies and succession planning, we take care of the details so you can focus on what you do best. We specialize in helping advisors transition into independence, making sure the move is smooth, secure, and built for long-term success. But you don’t have to be in transition to find value here—any Wealth Management Advisor who’s ready to simplify their operations and grow with the right support will find what they need at GradePoint. If you’re looking for a place where you can be independent and feel supported, we’d love to talk. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through TSFG, LLC, a Registered Investment Advisor. TSFG, LLC and GradePoint Financial, LLC, are separate entities from LPL Financial.
Gradepoint Financial Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
Gradepoint Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brad Bruna, Chfc | Financial Services Leader - Operations Strategist - Team Builder |
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|
|
| Robert James, Chfc® | Senior Vice President, Advisor Support at Gradepoint Financial | Houston, Texas, United States |
Email
Phone
|
| Jeff Hughes | President, Gradepoint Financial Group | Randolph, Maine, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
1 profile
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