Unclaimed
Bradley Walther is an investment advisor representative at Fisher Investments. Bradley has been in the financial services industry since 2006. Bradley has a Series 6, 7, 24, 63, and 65 license. Bradley is registered to provide investment advice in Missouri and Texas. Bradley specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Bradley is also a landlord and owns a rental property company.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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
MO
09/06/2023 - Present
Fisher Investments (ST. LOUIS MO)
MO
03/26/2008 - 01/06/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/07/2006 - 03/19/2008
ONEAMERICA SECURITIES, INC. (ST LOUIS MO)
IA
Issued 08/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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