Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Barclay is an investment advisor representative at Creativeone Wealth, LLC. Bradley has been in the industry since 2000 and has held various positions at different firms. Bradley has a Series 63, 65 and 6 license. Bradley's areas of expertise include Retirement Planning, Investment Advisory, and Financial Planning. Bradley works with individuals, corporations, trusts, and investment companies. The firm provides advisory services to individuals, businesses, corporations, insurance companies, charities and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
UT
02/06/2020 - Present
Creativeone Wealth, LLC (Salt Lake City UT)
UT
03/05/2014 - 08/29/2014
GWN SECURITIES INC. (SALT LAKE CITY UT)
UT
05/17/2010 - 04/17/2014
AMERICAN FUNDS & TRUSTS INCORPORATED (SALT LAKE CITY UT)
UT
11/13/2006 - 04/15/2008
INSTITUTIONAL SECURITIES CORPORATION (SANDY UT)
UT
02/03/2006 - 11/14/2006
INVESTMENT MANAGEMENT CORPORATION (SALT LAKE CITY UT)
GA
03/05/2004 - 01/05/2006
STUART SECURITIES CORP. (NORCROSS GA)
UT
09/18/2002 - 01/20/2004
FIRST WESTERN ADVISORS (HOLLADAY UT)
UT
02/12/2001 - 09/10/2002
INVESTMENT MANAGEMENT CORPORATION (BOUNTIFUL UT)
GA
06/06/2000 - 10/26/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 04/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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