Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Graham Barnett is a financial advisor with over 40 years of experience in the financial services industry. Bradley is registered with the state of Kentucky as an Investment Advisor Representative. Currently, Bradley is associated with KPP Advisory Services LLC, an independent investment advisor firm. Previously Bradley worked for Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., Smith Barney Shearson Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc, Paine, Webber, Jackson & Curtis Inc., and Paine, Webber, Jackson & Curtis Incorporated. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
KY
10/10/2017 - Present
KPP Advisory Services LLC (LOUISVILLE KY)
KY
10/05/2009 - 12/06/2010
AMERIPRISE FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
11/12/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LOUISVILLE KY)
KY
03/08/2006 - 11/19/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
CT
05/13/1994 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
07/31/1993 - 05/23/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
03/07/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/06/1981 - 03/07/1988
E. F. HUTTON & COMPANY INC
NA
01/31/1980 - 04/06/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
06/01/1977 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 06/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/08/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1984
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/28/1977
PC - AMEX Put and Call Exam
BC
Issued 05/21/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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