Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Earl Turner is an investment advisor representative with MAI Capital Management, LLC. Bradley has been in the industry since 1985 and has experience in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Bradley has passed the Series 7, Series 8, Series 63 and Series 65 exams. Bradley's previous employment includes positions at Fidelity Brokerage Services LLC and McDonald Investments Inc.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
04/14/2022 - Present
MAI Capital Management, LLC (CLEVELAND OH)
RI
05/19/2004 - 04/04/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
OH
03/19/1985 - 04/27/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 09/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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