Unclaimed
Bradley Benjamin Harris is a financial advisor who has been active in the industry since 2006. Bradley is registered with LPL Financial LLC and Perennial Financial Services. Bradley has been with LPL Financial LLC since February 2007 and with Perennial Financial Services since June 2017. Bradley offers a variety of financial services, including financial planning, investment advisory services and non-variable insurance. Bradley is licensed in several states including California, Idaho, New Jersey, New York, Tennessee, Texas and Washington.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
02/21/2007 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
07/04/2006 - 02/27/2007
WADDELL & REED, INC. (WOODLAND HILLS CA)
BOTH
Issued 08/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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