Unclaimed
Bradley Larue is a financial advisor with Raymond James & Associates, Inc. Bradley has been in the industry since September 2018, providing financial advice to individuals and businesses in the Greenville, South Carolina area. Bradley holds the Series 7, Series 66, and SIE licenses, and has extensive experience in portfolio management, financial planning, and investment management. He is registered to provide securities and investment advisory services in South Carolina and Texas.
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.
Please see note in schedule d - miscellaneous
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
SC
09/29/2021 - Present
Raymond James & Associates, Inc. (GREENVILLE SC)
SC
09/17/2018 - 10/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
SC
09/23/2021 - 09/23/2021
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
BOTH
Issued 12/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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