Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Stainsby is a financial advisor currently working at LPL Financial LLC in Lakeland, Florida. Brad has been in the financial services industry since September 20, 2015, holding licenses and registrations to offer investment advice and sell securities in over 30 states. Brad has also been registered with Allen & Company of Florida, LLC in the past. Brad has a Series 7, Series 66 and SIE licenses, along with licenses to provide investment advice in various states. Brad has experience working with individuals, families, corporations, and charitable organizations. Brad is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
01/04/2022 - Present
LPL Financial LLC (LAKELAND FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
09/21/2015 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
BOTH
Issued 11/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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