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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Allen is a financial advisor with LPL Financial LLC and has over 30 years of experience in the industry. Bradley is registered with the state of Utah and Texas, and is a licensed Series 7, 6, 63, and 66. Bradley has previously worked with WADDELL & REED, AXA ADVISORS, LLC, TRANSAMERICA FINANCIAL RESOURCES, INC., FINANCIAL PLANNERS EQUITY CORPORATION, and AMERICAN CAPITAL FINANCIAL SERVICES, INC. Bradley is a Certified Public Accountant and provides tax preparation, accounting, and other consulting services through BJ Allen & Associates, LLC. Bradley is also an adjunct teacher at Davis Technology College.
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.
Consulting and other non-discretionary advisory services
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
UT
03/09/2017 - Present
LPL Financial LLC (SOUTH JORDAN UT)
UT
09/25/2013 - 01/26/2017
WADDELL & REED (COTTONWOOD HEIGHTS UT)
UT
07/11/2013 - 09/16/2013
AXA ADVISORS, LLC (SALT LAKE CITY UT)
NA
07/30/1986 - 05/05/1987
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
03/19/1985 - 05/07/1986
FINANCIAL PLANNERS EQUITY CORPORATION
NA
01/17/1984 - 03/05/1985
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BOTH
Issued 11/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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