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 Sullivan is a financial advisor at LPL Financial LLC, specializing in helping individuals and families with their financial planning needs. Bradley has been in the financial industry since December 2013, and has a deep understanding of the complexities of the investment landscape. Bradley holds the Series 99 and SIE licenses and is registered with FINRA. Bradley is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
06/23/2021 - Present
LPL Financial LLC (FORT MILL SC)
SC
08/06/2018 - 02/25/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/25/2017 - 07/31/2017
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
06/28/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
07/31/2012 - 06/16/2016
LPL FINANCIAL LLC (CHARLOTTE NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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