Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Burton is a financial advisor with Ameriprise Financial Services, LLC, and has been in the industry since 2000. Bradley has been registered with Ameriprise Financial Services, LLC since 2021. Bradley also has prior experience with firms such as PRUCO SECURITIES, LLC., EDWARD JONES, and H.D. VEST INVESTMENT SERVICES. Bradley is licensed in 14 states: California, Colorado, Delaware, Florida, Indiana, Minnesota, New Jersey, New Mexico, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Bradley is a licensed insurance broker, co-owns a real estate business, and is a pastor. Bradley focuses on providing financial planning services, pension consulting, educational seminars, and asset allocation services to a variety of clients, including individuals, businesses, trusts, estates, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
10/20/2021 - Present
Ameriprise Financial Services, LLC (SAN ANTONIO TX)
NJ
11/25/2020 - 10/13/2021
PRUCO SECURITIES, LLC. (NEWARK NJ)
TX
05/12/2017 - 06/22/2020
AMERIPRISE FINANCIAL SERVICES, LLC (San Antonio TX)
TX
10/12/2011 - 05/15/2017
EDWARD JONES (SAN ANTONIO TX)
TX
03/17/2003 - 10/19/2011
H.D. VEST INVESTMENT SERVICES (MCALLEN TX)
TX
10/16/2000 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 03/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Burton is the right advisor for you? Invested Better is here to help.
