Unclaimed
Bradley David Harris is a registered representative at LPL Financial LLC. Bradley has been in the industry since January 2011 and holds the Series 66 license. Bradley is located at 800 S FIRST STREET in Union City, TN. Bradley's other business includes a DISCOVERY PARTNERS INVESTMENT CENTER, DBA for LPL business. Bradley works with individuals, high-net-worth individuals, businesses, investment clubs, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Bradley provides advisory services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and consulting and other non-discretionary 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.
1
2
TN
12/18/2024 - Present
LPL Financial LLC (UNION CITY TN)
Active
Inactive
Not sure Bradley Harris is the right advisor for you? Invested Better is here to help.