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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 Mayo is a financial advisor who is registered to offer investment advice in several states, including Mississippi, Texas, Alabama, Georgia, Louisiana, and Tennessee. Bradley has been in the financial services industry since 2012 and has worked with firms such as Transamerica Financial Advisors, Inc., Signator Investors, Inc., Royal Alliance Associates, Inc., and LPL Financial LLC. Bradley holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Bradley specializes in providing financial planning, investment management, and consulting services to individuals, families, businesses, and charitable organizations. Bradley is a licensed agent for non-variable insurance and a real estate co-owner. Bradley also serves on the State of Mississippi Oil & Gas Board.
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
MS
10/23/2019 - Present
LPL Financial LLC (OXFORD MS)
MS
11/02/2018 - 10/28/2019
ROYAL ALLIANCE ASSOCIATES, INC. (OXFORD MS)
MS
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (OXFORD MS)
MS
01/13/2016 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OXFORD MS)
MS
01/30/2013 - 12/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (OXFORD MS)
MS
12/20/2010 - 01/10/2013
MML INVESTORS SERVICES, LLC (OXFORD MS)
BOTH
Issued 01/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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