Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley L. Travis Jr. is a financial advisor at LPL Financial LLC. Bradley has been in the financial industry since 2006. Bradley's firm has a broad client base, including high-net-worth individuals, charitable organizations, and corporations. Bradley holds the Series 63, 65, and 7 securities licenses as well as the SIE exam. Bradley is a Certified Financial Planner. Bradley has worked for both PNC Investments and J.P. Morgan Securities Inc. in the past. Bradley is currently registered in Delaware, Florida, Indiana, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia.
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
DE
03/22/2024 - Present
LPL Financial LLC (LEWES DE)
DE
11/15/2006 - 03/26/2024
PNC INVESTMENTS (REHOBOTH DE)
DE
03/27/2006 - 09/19/2006
J.P. MORGAN SECURITIES INC. (NEWARK DE)
IA
Issued 10/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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