Unclaimed
Bradford Eugene Harris is an investment advisor representative with Onedigital Investment Advisors. Bradford has been in the financial services industry for over 40 years. Bradford is a Chartered Financial Consultant and holds Series 6, 7, 22, 24, and 63 licenses. Bradford has been registered with the state of Kansas since April 2018. Bradford previously worked at Triad Advisors, First Heartland Capital, Inc., and Protective Equity Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
04/25/2018 - Present
Onedigital Investment Advisors (Overland Park KS)
KS
04/16/2018 - 12/31/2023
TRIAD ADVISORS LLC (Overland Park KS)
KS
11/01/1993 - 04/13/2018
FIRST HEARTLAND CAPITAL, INC. (OVERLAND PARK KS)
AL
03/25/1992 - 11/01/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
AZ
01/04/1990 - 03/30/1992
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
12/08/1986 - 01/05/1990
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
10/31/1981 - 12/19/1986
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 12/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/22/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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