Bradley Carroll
Director of Operations @IAG Wealth Partners
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WORK HISTORY
Director of Operations @IAG Wealth Partners
For a list of states in which the financial consultants affiliated with IAG Wealth Partners, LLC are registered to do business, please visit
EDUCATION
Lubar College of Business
Bachelor of Business Administration (BBA), Finance, General
ABOUT BRADLEY CARROLL
As the leader of the operations team it is my responsibility to ensure every client receives the best experience possible. I work closely with my team to keep them informed of any regulatory and procedural changes. I train each member of my team in the fine art of building solid client/advisor relationships. We work together with the advisors to synthesize complex strategies and fulfill many needs for our clients and our firm. I work with the financial advisors on a myriad of projects, help answer questions, and help to build custom financial roadmaps for each client.I strive to give every client I meet superb customer service because I believe it\'s not the job that makes you successful, but how well you do the job. Fortunately, IAG has a strong team environment where we are all encouraged to grow to our full potential and achieve our own personal goals - even as we work hard toward helping our clients pursue theirs.The leaders of the company welcome and encourage our ideas. This empowers us to take a fresh look at everything we do to ensure we\'re doing the best possible job for each and every one of our clients.I love the people I work with, and I consider them a second family. When you work with us, you\'ll feel like family too!Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \"See Contact Info\" section above. Investment advice offered through IAG Wealth Partners, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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