Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Lemmon is an active investment advisor representative associated with Ameriprise Financial Services, LLC. Bradley has been in the industry since February 13, 1999 and has a history of working with clients in Texas. Bradley holds several licenses including Series 6, Series 7, Series 63, and Series 66. Bradley has experience in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Bradley currently has registrations in 15 states and has been affiliated with Ameriprise Financial Services, LLC since November 15, 2021. Prior to that, Bradley was with Edward Jones.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
11/15/2021 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
TX
02/24/2014 - 11/15/2021
EDWARD JONES (SAN ANTONIO TX)
KS
10/25/2004 - 02/19/2014
ALLSTATE FINANCIAL SERVICES, LLC (OLATHE KS)
NY
08/05/2003 - 10/06/2003
QUICK & REILLY, INC. (NEW YORK NY)
MO
09/20/2000 - 04/10/2003
EDWARD JONES (ST. LOUIS MO)
KS
12/02/1999 - 10/23/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
PA
01/12/1999 - 01/11/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
GA
09/09/1997 - 12/23/1998
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 03/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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