Meet Brad Davis

Brad Davis has been working in the financial services industry since 2004 and has served in a Financial Advisor role since 2011.

As a financial advisor, Brad helps members map out their financial journey, such as planning for a sustainable retirement, protecting assets with insurance strategies, and preserving wealth by mitigating the effect of taxes.  Brad works with a team of financial professionals to provide personalized, holistic, needs-based financial planning, and helps clients navigate a diverse array of financial products and services.

In his free time, Brad enjoys participating in local community and sports events including golf, tennis, water sports, and hiking.

Check the background of our investment professionals on FINRA's BrokerCheck.

Brad Davis is a financial advisor with, and securities and advisory services offered through LPL Financial (LPL), a Registered Investment Advisor and Broker-Dealer, (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Global Federal Credit Union and Global Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Global Retirement & Investment Services and may also be employees of Global Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Global Federal Credit Union or Global Retirement & Investment Services.  Securities and insurance offered through LPL, or its affiliates are:

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

The LPL Financial registered representative(s) associated with this website may discuss and/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.