Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Cantrill is a financial advisor with Newedge Advisors. Bradley has been in the financial services industry for over 20 years. Bradley holds the Series 66, Series 7 and SIE licenses. Bradley is also a Certified Financial Planner. Bradley has experience working with individuals, families, businesses and charitable organizations. Bradley can provide a range of financial services including financial planning, portfolio management and selection of other advisors.
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.
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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LA
10/25/2023 - Present
Newedge Advisors (NEW ORLEANS LA)
TX
03/31/2017 - 10/27/2023
TRIAD ADVISORS LLC (Frisco TX)
TX
10/27/2006 - 04/05/2017
KESTRA INVESTMENT SERVICES, LLC (ADDISON TX)
TX
02/21/2003 - 10/30/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
IN
02/21/2003 - 04/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
KS
08/29/2001 - 02/10/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 09/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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