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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Alan Wallick is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. Bradley has been in the industry for over 20 years and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Bradley holds the Series 63, 65, and 7 licenses, as well as the Series 86 and 87 exams. Bradley is also a Chartered Financial Analyst (CFA). Bradley is dedicated to providing clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
Third party fees
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2
MI
02/15/2018 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
NY
06/01/2005 - 05/25/2006
MKM PARTNERS LLC (NEW YORK NY)
NY
03/15/2000 - 04/27/2005
NATEXIS BLEICHROEDER INC. (NEW YORK NY)
MD
08/07/1997 - 09/14/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 12/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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