Advisor at Mass Mutual Investors Services
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Location
Houston, AL
Credentials
Series 63, Series 65
Industry experience
13 years
Bradley Fair is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with MassMutual Investors Services since 2013 and has a broader career with MassMutual Life Insurance Company dating back to 2010. Outside of his advisory role, he owns and serves on the board of CONSILIUM, LLC, a business consulting firm focused on financial and transactional analysis for medical and business practices. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring client relationships around collaborative, annual financial planning engagements.
Based on Mass Mutual Investors Services
Based on Mass Mutual Investors Services
Commissions on securities and insurance products sold; commissions vary by product
Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived
Houston, AL
Alabama · Mississippi · Texas
Mass Mutual Investors Services
2013 - Present (13 years)
MassMutual Life Insurance CO
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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