Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Joseph Davis is a Registered Representative and Investment Advisor Representative with Linden Thomas Advisory Services, LLC. Bradley has been in the financial services industry since November 13, 2017 and holds the Series 66, Series 7, and SIE exams. Linden Thomas Advisory Services, LLC is a registered investment advisor that offers financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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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NC
12/06/2022 - Present
Linden Thomas Advisory Services, LLC (CHARLOTTE NC)
SC
11/14/2017 - 12/13/2022
LPL FINANCIAL LLC (FORT MILL SC)
BOTH
Issued 01/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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