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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 James Underdahl is a financial advisor registered with the state of California as an Investment Advisor Representative. Bradford James Underdahl works at Integrated Wealth Concepts LLC, and has been in the industry since 1979. Prior to joining Integrated Wealth Concepts LLC, Bradford James Underdahl worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., Drexel Burnham Lambert Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bradford James Underdahl has a Series 7, Series 3, Series 63 and Series 65.
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.
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.
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CA
01/01/2025 - Present
Integrated Wealth Concepts LLC (LA JOLLA CA)
CA
06/01/2009 - 05/10/2012
MORGAN STANLEY SMITH BARNEY (LA JOLLA CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)
NY
05/31/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/22/1984 - 06/03/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/22/1979 - 11/23/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1993
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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