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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Chappell is a financial advisor with over 17 years of experience. Bradley Chappell is currently registered with Sanctuary Advisors, LLC. Previously, Bradley Chappell was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Bradley Chappell holds the Series 31, Series 7, Series 66 and SIE licenses. Bradley Chappell is a registered investment advisor in Texas and is also registered with the Securities and Exchange Commission (SEC) as a broker-dealer. Bradley Chappell specializes in providing financial planning, portfolio management and investment advisory services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Bradley Chappell's firm, Sanctuary Advisors, LLC, has a broad range of client types and specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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TX
02/24/2023 - Present
Sanctuary Advisors, LLC (THE WOODLANDS TX)
TX
08/28/2006 - 02/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
BOTH
Issued 09/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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