Unclaimed
Bradley Duane Johnson is a financial advisor registered with Eagle Strategies LLC. Bradley has been working in the securities industry since 1998. Bradley is also registered as an Investment Advisor Representative with Eagle Strategies LLC. Bradley has a total of 21 approved securities registrations in the states of Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Kansas, Louisiana, Minnesota, Missouri, Nevada, North Carolina, Oregon, Tennessee, Texas, Utah and Washington. Bradley has passed the following securities exams: Series 6, Series 7, Series 63 and SIE. Bradley is a Certified Financial Planner™. Bradley's other business activities include Insurance Brokering and rental properties.
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.
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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CA
08/18/2017 - Present
Eagle Strategies LLC (SANTA MARIA CA)
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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