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Bradley Frank Lakner

Sunbelt Securities, Inc.

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About Bradley Frank Lakner

Bradley Lakner is a financial advisor with Sunbelt Securities, Inc. Bradley has been in the financial industry since 2000 and has a broad range of experience in investments and insurance. Bradley provides financial planning, portfolio management for businesses and individuals, and the selection of other advisers. Bradley has an active license to practice in Colorado, Florida, Illinois, Indiana, Missouri, and Virginia.

Firm Information

Bradley Lakner is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Lakner’s Registration & Firm History

TX

10/24/2011 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

IL

07/11/2000 - 08/04/2010

EDWARD JONES (SPRINGFIELD IL)

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Licenses & Designations

BOTH

Issued 02/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Bradley Frank Lakner. Review regulatory record here.
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