Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley David Towle is an investment advisor representative associated with Summit Wealth Partners, LLC, in Naples, Florida. Bradley has been in the industry since 2006 and has a history of working with J.P. Morgan Securities Inc., Clary Investment and Insurance Planning Corp., and Landmark Investment Group, Inc. Bradley holds a Series 7, Series 65 and Series 66 license. Bradley has a history of working with individuals, corporations, high net worth individuals, charitable organizations, and pension and profit sharing plans.
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.
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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2
FL
06/27/2024 - Present
Summit Wealth Partners, LLC (NAPLES FL)
NJ
05/10/2012 - 10/01/2012
LANDMARK INVESTMENT GROUP, INC (SECAUCUS NJ)
MA
08/28/2009 - 02/15/2012
CLARY INVESTMENT AND INSURANCE PLANNING CORP. (SO. EASTON MA)
FL
05/13/2009 - 08/13/2009
J.P. MORGAN SECURITIES INC. (NAPLES FL)
FL
07/12/2006 - 07/25/2008
J.P. MORGAN SECURITIES INC. (NAPLES FL)
IA
Issued 08/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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