Unclaimed
Bradley Christopher Lawing is an Investment Advisor Representative at Prevail Innovative Wealth Advisors, LLC. Bradley has over 15 years of experience in the financial services industry. Bradley holds Series 66, Series 7 and SIE licenses. Bradley's areas of specialization include Asset Allocation, Portfolio Management, and Retirement Planning. Bradley has a strong background in helping individuals and families achieve their financial goals. In addition to his work at Prevail Innovative Wealth Advisors, LLC, Bradley is also involved in several other business ventures, including Prevail Strategies, LLC, where Bradley is a Vice President and Insurance Agent. Bradley is dedicated to providing his clients with the highest level of service and expertise.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Variable annuity & life sub-account management
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
KS
09/26/2017 - Present
Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)
MO
07/16/2010 - 08/24/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (SPRINGFIELD MO)
KS
08/15/2007 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
MO
04/05/2006 - 07/16/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MO)
KS
07/08/2005 - 03/10/2006
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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