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professional profile

Patrick James Brady, CFP

AgentIAR Salt Lake City, UT CRD 2862037 Last verified October 2026

Overview

Patrick James Brady is an insurance agent and an investment adviser representative based in Salt Lake City, UT, with 29 years in the industry.

Years in the industry
29
States licensed
2
States registered
1
Exams passed
2

Contact

2 business emails and 1 phone number on file

Registrations and licenses

  • Licensed in 2 states
  • Registered in 1 state
  • Producer
  • Series 63
  • Series 65

2 lines of authority, with every state and its dates

Firms

Employment history since 2008

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file

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