Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Neal is a financial professional with over 30 years of experience in the industry. Bradley has a strong background in financial planning, portfolio management, and investment advisory services. Bradley is registered with LPL Financial LLC and holds various licenses and certifications, including Series 7, Series 63, Series 24, and Series 65. Bradley is also a Certified Financial Planner.
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
IL
12/16/2010 - Present
LPL Financial LLC (LINCOLN IL)
IL
03/23/1987 - 08/07/1997
POLITE & CO., INC. (EDWARDSVILLE IL)
NA
10/14/1985 - 12/19/1986
C. R. DAVIS & COMPANY
IA
Issued 03/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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