Azure Bradger, Cfp®

Azure Bradger, Cfp® Email and Phone Number

Advanced Planning Consultant @ First Command Financial Services, Inc.
Fort Worth, TX, US
Azure Bradger, Cfp®'s Location
Fort Worth, Texas, United States, United States
Azure Bradger, Cfp®'s Contact Details

Azure Bradger, Cfp® work email

Azure Bradger, Cfp® personal email

n/a
About Azure Bradger, Cfp®

I'm an aspiring advisor looking to empower communities with the tools they need to create the future of their dreams. My goal is to establish a life-long career in financial planning, helping millennials, entrepreneurs, and underserved communities build the lives of their dreams with the tools necessary to be intentional with every minute of time and every earned dime. Looking forward to connecting with like-minded individuals and exploring opportunities to do so!

Azure Bradger, Cfp®'s Current Company Details
First Command Financial Services, Inc.

First Command Financial Services, Inc.

View
Advanced Planning Consultant
Fort Worth, TX, US
Employees:
3
Azure Bradger, Cfp® Work Experience Details
  • First Command Financial Services, Inc.
    Advanced Planning Consultant
    First Command Financial Services, Inc.
    Fort Worth, Tx, Us
  • Clarity Financial Group
    Associate Advisor
    Clarity Financial Group Feb 2024 - Present
    Fort Worth, Texas, United States
    I support over 300 clients and families with our team by preparing presentation materials forclient meetings, taking note of their needs in conversations, proactively addressing their concerns, and implementing action plans to set them up for success. I help coordinate comprehensive financial plans, including initial financial plan data entry, development and working with our lead advisors to develop recommendations. We ensure that no stone is unturned for our clients goals with the resources and support we provide.
  • Fidelity Investments
    Investment Solutions Representative
    Fidelity Investments Sep 2022 - Feb 2024
    Westlake, Tx
    I aid in the front line of relationship management at Fidelity by introducing and cultivating a quality relationship between the clients I serve and the resources and professionals I connect them to.
  • Fidelity Investments
    Retirement Brokerage Services Representative
    Fidelity Investments Jul 2021 - Nov 2022
    I specialize in assisting retirement plan participants with building personalized retirement portfolios utilizing self-directed brokerage accounts linked to their 401k, and aid in educating and executing transactions to facilitate strategies to maximize their retirement benefits according to their planning needs.
  • Fidelity Investments
    Financial Services Representative
    Fidelity Investments Jan 2018 - Jul 2021

Azure Bradger, Cfp® Education Details

Frequently Asked Questions about Azure Bradger, Cfp®

What company does Azure Bradger, Cfp® work for?

Azure Bradger, Cfp® works for First Command Financial Services, Inc.

What is Azure Bradger, Cfp®'s role at the current company?

Azure Bradger, Cfp®'s current role is Advanced Planning Consultant.

What is Azure Bradger, Cfp®'s email address?

Azure Bradger, Cfp®'s email address is az****@****ity.com

What schools did Azure Bradger, Cfp® attend?

Azure Bradger, Cfp® attended University Of North Texas.

Who are Azure Bradger, Cfp®'s colleagues?

Azure Bradger, Cfp®'s colleagues are Ashima Syal.

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