Unclaimed
Brad Warhurst is a financial advisor registered with Lincoln Investment and Capital Analysts. Brad has been in the industry since 2007 and is licensed to provide financial advice in several states. Brad provides a variety of financial services, including financial planning, portfolio management, and insurance products. Brad's firm, Lincoln Investment, manages over $17 billion in assets.
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.
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.
1
2
PA
04/07/2011 - Present
Lincoln Investment (BLOOMSBURG PA)
BOTH
Issued 08/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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