Unclaimed
Bradley Bruce Archer is a financial advisor with over 20 years of experience in the industry. Bradley is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since June 2014. Bradley is licensed in 29 states, including South Dakota and Texas. Bradley holds the Series 7, Series 31, Series 63, and Series 66 licenses. Bradley has experience in a variety of investment areas, including portfolio management for individuals and businesses. Bradley is committed to providing his clients with the highest quality financial advice and service.
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.
Investment consulting services to institutional clients
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.
1
2
SD
07/02/2014 - Present
Wells Fargo Clearing Services, LLC (SIOUX FALLS SD)
SD
06/20/2008 - 07/10/2014
RBC CAPITAL MARKETS, LLC (SIOUX FALLS SD)
SD
01/01/2008 - 06/25/2008
WACHOVIA SECURITIES, LLC (SIOUX FALLS SD)
SD
12/18/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SIOUX FALLS SD)
BOTH
Issued 02/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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