Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley James Porter is an investment advisor representative for Compound Planning. Bradley has been in the financial industry since 2015, holding various roles at J.P. Morgan Securities LLC, Crestone Securities LLC, and Personal Capital Advisors Corporation. Bradley has also worked with SALT Securities, LLC and SALT Blockchain Asset Partners, LLC. Bradley is currently registered in Colorado as an investment advisor representative. Bradley's primary focus is providing financial advice and portfolio management for individuals and businesses. Bradley is also involved in providing financial planning, educational seminars, and selection of other advisers. Bradley's experience and expertise provide clients with a comprehensive and personalized approach to their financial goals.
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.
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.
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.
Selection of other advisers
1
2
CO
01/26/2024 - Present
Compound Planning (Highlands Ranch CO)
CO
08/08/2016 - 02/05/2018
CRESTONE SECURITIES LLC (BOULDER CO)
CO
04/13/2015 - 03/11/2016
J.P. MORGAN SECURITIES LLC (DENVER CO)
BOTH
Issued 08/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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