Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Kyle Smith is a financial advisor with over 24 years of experience in the financial services industry. Bradley has been registered with LPL Financial LLC since 2024. Prior to that, Bradley was a registered representative with PROSPERA FINANCIAL SERVICES, INC. Bradley is a licensed advisor in Louisiana and Texas. Bradley holds Series 7, 31, 63, 65 and SIE licenses. Bradley specializes in providing financial planning, portfolio management for businesses and individuals and educational seminars. Bradley's firm, LPL Financial LLC, has over 1,900,000 client accounts and over $463 billion in assets under management.
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.
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2
LA
06/25/2024 - Present
LPL Financial LLC (ALEXANDRIA LA)
LA
08/24/2007 - 07/18/2024
PROSPERA FINANCIAL SERVICES, INC. (ALEXANDRIA LA)
LA
07/15/2005 - 08/27/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ALEXANDRIA LA)
TN
01/21/2003 - 07/20/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
01/02/2000 - 01/21/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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