Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Cameron Roberson is a financial advisor with over 15 years of experience in the industry. Bradley has worked for several well-known firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and E*TRADE Securities LLC. Currently, Bradley is registered with Wells Fargo Clearing Services, LLC. Bradley is licensed to provide investment advice and securities services in multiple states including Georgia, Texas, Florida, Alabama, North Carolina, South Carolina and Tennessee.
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
GA
03/27/2024 - Present
Wells Fargo Clearing Services, LLC (DULUTH GA)
GA
08/17/2012 - 04/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSWELL GA)
GA
06/03/2010 - 11/16/2011
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
04/15/2008 - 05/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CUMMING GA)
GA
01/15/2007 - 02/19/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALPHARETTA GA)
IA
Issued 08/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bradley Roberson is the right advisor for you? Invested Better is here to help.
