Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Langley Croall is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., which has been in business since 2022. Brad's career in the investment industry spans over 12 years. In addition to being registered in Massachusetts, Brad has passed the Series 7, Series 6, Series 63, and Series 66 exams, demonstrating his knowledge and expertise in securities trading and investment advisory services. Brad has worked with several prominent financial institutions including John Hancock Distributors LLC, LPL Financial LLC, Morgan Stanley Smith Barney, and John Hancock Funds, LLC. Brad's current role at Cambridge Investment Research Advisors, Inc. involves a variety of tasks related to investments, including financial planning and portfolio management.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
01/11/2022 - Present
Cambridge Investment Research Advisors, Inc. (Quincy MA)
MA
02/20/2013 - 01/05/2021
JOHN HANCOCK DISTRIBUTORS LLC (Westwood MA)
MA
03/04/2011 - 07/21/2011
LPL FINANCIAL LLC (BOSTON MA)
MA
12/21/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
03/16/2007 - 12/07/2009
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
BOTH
Issued 01/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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