Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Charles Baldridge has been a financial professional since 1994 and is currently an investment advisor representative with Cambridge Investment Research Advisors, Inc. Bradley has earned several professional designations including Certified Financial Planner. Bradley has a strong background in financial services, offering experience in college funding, wealth management, and independent insurance. Bradley's career spans multiple firms and states, with experience in financial planning, portfolio management, and securities trading.
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.
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.
Solicitation fees from 3rd party money managers
1
2
WI
01/01/2025 - Present
Cambridge Investment Research Advisors, Inc. (New Berlin WI)
WI
02/03/2000 - 05/05/2011
SECURITIES AMERICA, INC. (GREENFIELD WI)
CT
10/08/1997 - 02/09/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
06/28/1994 - 09/29/1997
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 11/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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