Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley McConkey is an Investment Advisor Representative with Hightower Advisors, LLC. Bradley has been in the industry since 1998, and holds Series 63, 66 and 7 licenses. Bradley is also a Certified Financial Planner. Previously, Bradley was employed by Fidelity Brokerage Services LLC and Frontier Investment Management Co. Bradley has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. The firm primarily manages discretionary assets and is compensated through fees.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/21/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
TX
11/03/2000 - 01/04/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
07/13/1998 - 08/10/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 04/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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