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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Brindley Lott is a financial advisor with over 20 years of experience in the industry. Bradford is a Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc. located in Franklin, Tennessee. Prior to that, Bradford was associated with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Bradford is licensed in 28 states and holds licenses for the Series 7, 31, 63, and 65 exams. Bradford is also a Certified Financial Planner. Bradford specializes in advising individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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
TN
10/08/2018 - Present
Raymond James & Associates, Inc. (FRANKLIN TN)
TN
01/01/2008 - 10/01/2018
WELLS FARGO CLEARING SERVICES, LLC (NASHVILLE TN)
TN
01/17/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NASHVILLE TN)
IA
Issued 06/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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