Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Cooke is a financial advisor registered with LPL Financial LLC, with a current focus on providing investment advice in Colorado and Texas. Bradley has been actively involved in the financial services industry since 2013. Previously, Bradley has also worked at AMERIPRISE FINANCIAL SERVICES, LLC, Fidelity Brokerage Services LLC, JCC Capital Markets, LLC, Sealy Investment Securities, LLC, PTX Securities, LLC, Highland Capital Funds Distributor, Inc., Nexbank Securities Inc, USAA Financial Advisors, Inc. and LPL Financial LLC. Bradley holds the Series 66, SIE, and Series 7 licenses. Bradley is also a Certified Financial Planner. Bradley's experience and qualifications suggest that he is well-equipped to provide a variety of financial planning and investment advisory services.
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.
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2
CO
07/26/2024 - Present
LPL Financial LLC (LITTLETON CO)
TX
07/22/2021 - 08/02/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Arlington TX)
TX
03/01/2021 - 06/24/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
CA
03/03/2020 - 12/01/2020
JCC CAPITAL MARKETS, LLC (LAGUNA NIGUEL CA)
TX
12/10/2019 - 02/11/2020
SEALY INVESTMENT SECURITIES, LLC (DALLAS TX)
TX
06/07/2017 - 12/02/2019
PTX SECURITIES, LLC (Plano TX)
TX
06/01/2016 - 05/18/2017
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
08/25/2015 - 06/08/2016
NEXBANK SECURITIES INC (DALLAS TX)
TX
02/10/2014 - 08/12/2015
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
05/22/2012 - 12/10/2013
LPL FINANCIAL LLC (FRISCO TX)
BOTH
Issued 12/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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