Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley D. Erickson is a financial advisor who has been in the industry since March 14, 2011. Bradley is currently registered with RBC Capital Markets, LLC and is licensed in all 50 states, Washington DC and Puerto Rico. Bradley's previous employers include Needham & Company, LLC, KeyBanc Capital Markets Inc. and Pacific Crest Securities LLC. Bradley specializes in providing financial planning and investment management services to individuals, businesses and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NY
05/05/2021 - Present
RBC Capital Markets, LLC (NEW YORK NY)
CA
09/18/2018 - 04/05/2021
NEEDHAM & COMPANY, LLC (SAN FRANCISCO CA)
OR
04/13/2015 - 09/14/2018
KEYBANC CAPITAL MARKETS INC. (PORTLAND OR)
OR
02/10/2011 - 04/13/2015
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
BC
Issued 03/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/25/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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