Brad Tharp Email & Phone Number
Independent Investment Representative and Financial Consultant @ LPL Financial
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Brad Tharp Location
- Canal Winchester, OH, US
Brad Tharp Work
- 1995 -now Independent Investment Representative and Financial Consultant @
- 1993 -1995 Manager and Registered Representative @ Hamilton Investments
- 1990 -1993 Manager of Training and Compliance @
- 1987 -1990 Agent @ Equitalbe Life of New York
- 1978 -1987 Director of Inventory Control @ Lazarus Stores
Brad Tharp Education
- Various
Industry Designations and Continuing Education Programs (Financial Planning and Services)
1991-2019 - The Ohio State University
Bachelor of Arts (B.A.) (Humanities/Humanistic Studies)
1974-1977
Brad Tharp Skills
- Retirement Plan Consulting
- Presentation Skills
- Education Planning
- Customer Acquisition
- Inventory Management
- Training
- Interpersonal Skills
- Customer Service
- Group Presentations
- Financial Education
- Decision-Making
- Relationship Building
- Customer Retention
- Business Planning
- Consulting
- Asset Management
- Insurance
- Financial Analysis
- Marketing
- Compliance Management
- Auditing
- Employee Learning & Development
- Regulatory Compliance
- Training & Development
- Customer Experience
- Business Development
- Project Management
- Employee Training
- Business Relationship Management
- Sales
- Analytical Skills
- Confidentiality
- Federal Regulations
- Communication
- Written Correspondence
- Microsoft Excel
- Securities
- Investment Management
- Investment Advisory Services
- Investment Strategies
- Financial Advisory
- Financial Services
- Risk Management
- Retirement Planning
- Investments
- Mutual Funds
- Fixed Annuities
- Life Insurance
- Financial Planners
- Long Term Care Insurance
- Financial Reporting
- Team Building
- Liaison
- College Education Planning
Brad Tharp Summary
- Brad Tharp, based in Canal Winchester, OH, US, is currently a Independent Investment Representative and Financial Consultant at LPL Financial. Brad Tharp brings experience from previous roles at Hamilton Investments, Nationwide Financial, Equitalbe Life of New York and Lazarus Stores. Brad Tharp holds a 1991 - 2019 Industry Designations and Continuing Education Programs in Financial Planning and Services @ Various. With a robust skill set that includes Retirement Plan Consulting, Presentation Skills, Education Planning, Customer Acquisition, Inventory Management and more. Brad Tharp has 1 emails and 3 mobile phone numbers on RocketReach.
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