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Michael Bradley Mc Grady

Advisor at Transamerica Retirement Advisors, LLC — Angier, NC

Updated today

Credentials

Series 66

Experience

12 years

Location

Angier, NC

Transamerica Retirement Advisors, LLC logo

Transamerica Retirement Advisors, LLC

Enterprise

Total advisors

306

Across 249 offices

Clients per advisor

695 Very High

Avg AUM per client

$82,021 Very Low

HNW client ratio

0% Very Low

About

Michael Mc Grady is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at LPL Financial and Ameriprise Financial in various capacities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and primarily manages non-discretionary assets.

Client services

Based on Transamerica Retirement Advisors, LLC

Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Transamerica Retirement Advisors, LLC

General retirement planning Retirement income strategy Income planning

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Fee options

Percentage

Up to 0.45% annually

Location

See office

Angier, NC

Angier NC

Advisors at this office

1

Most active in

North Carolina

Work history

12 years of industry experience

Transamerica Investors Securities Corporation

2021 - Present • 5 years

Angier, NC

Transamerica Life Insurance Company

2021 - Present • 5 years

Angier, NC

LPL Financial

2020 - 2021 • 1 year

Cary, NC

Ameriprise Financial Advisors Inc.

2017 - 2020 • 3 years

Raleigh, NC

Ameriprise Financial Services, Inc.

2014 - 2017 • 3 years

Raleigh, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher F

Series 65

New Hill, NC

Confiance Financial LLC

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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Michael M

Series 65

Holly Springs, NC

BFWM LLC

Michael Mccall is a financial advisor at BFWM LLC in Holly Springs, NC, holding a Series 65 credential with industry experience beginning in 2022. His prior work includes roles at Buffalo Finances Inc., Site Services, and EVA Garland Associates. BFWM LLC is an independent registered investment adviser offering discretionary managed accounts, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a personalized, multi-strategy investment approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, tailored to client time horizons and risk tolerances.

Annuities
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Steven L

Series 65

Holly Springs, NC

Lewis and Associates Capital Advisors, LLC

Steven Lewis is the principal of Lewis and Associates Capital Advisors, LLC, an independent advisory firm based in Holly Springs, NC. He holds a Series 65 designation and has 17 years of industry experience. Prior to his current role, he worked at Formulafolio Investments, LLC and Brookstone Capital Management, LLC, and he is also involved with Financial Greenhouse, LLC, where he supervises insurance product recommendations. Lewis and Associates Capital Advisors provides asset management and financial advice to a diverse client base, including individuals, trusts, corporate pension plans, and charitable organizations. The firm employs a combination of modern portfolio theory and various analytical approaches to build customized portfolios and offers pension consulting, educational seminars, and insurance advice as part of its services.

Active portfolio management Options & derivatives strategies Life insurance needs analysis
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Lance H

CFP®

Fuquay Varina, NC

Signature Resources LLC

Lance Hope Gill is a CFP® professional with 20 years of experience in the financial industry. He is currently the sole advisor at Signature Resources LLC and has held roles at United Community Bank and Seaside Capital Management, Inc. Gill also serves as a fiduciary officer and investment analyst at United Community Bank in Orlando, Florida. Signature Resources LLC provides asset management and portfolio supervision to individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm utilizes a combination of fundamental analysis and technical methods, offering both strategic and tactical asset allocation with client-specific restrictions and periodic rebalancing.

Active portfolio management
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Mitchel K

Series 63, Series 65

Raleigh, NC

Other Side Asset Management, LLC

Mitchel Krause is a financial advisor at Other Side Asset Management, LLC in Raleigh, NC, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel, Nicolaus & Company, Incorporated for 11 years before founding his current firm in 2018. In addition to advisory services, he is a licensed insurance agent involved in the sale of various insurance products. Other Side Asset Management provides investment advisory and financial consulting services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored portfolio management and planning services, employing a range of methods including asset allocation, technical analysis, and both long- and short-term trading, with at least quarterly account reviews.

Annuities
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John H

Series 65

Fuquay Varina, NC

Saber Capital Management LLC

John Huber is a financial advisor at Saber Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Saber Capital Management since 2012, following eight years at CJB Real Estate & Investments. Saber Capital Management provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach with a focus on concentrated holdings and a long-term horizon, and it offers features such as performance-based compensation and a subscription newsletter for clients.

Active portfolio management Concentrated stock management
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