Bradley Augustine, AIF® Bradley Augustine is a passionate wealth advisor and an enthusiastic mentor. Mr. Augustine completed his Bachelors of Science degrees from Cedarville University in both Finance and Marketing. He holds series 7, 63, and 65 securities registrations through LPL Financial and is an Accredited Investment Fiduciary. In additional, Brad holds licenses in life, health, and disability insurance. He believes sound financial counsel is an incredibly effective tool both to mitigate risk and maximize beneficial outcomes and that efficient and individualized planning is the key to success.