Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Lane Duncan is a financial advisor with Kestra Investment Services, LLC. Bradley has a Series 7TO, Series 63 and SIE and is registered in Texas. Bradley has been in the financial industry for over a year and has previously worked at CHARLES SCHWAB & CO., INC. The advisor is located in Dallas, TX at the Kestra Investment Services, LLC office located at 17300 PRESTON RD., STE. 120, Dallas, TX.
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.
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.
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TX
05/10/2024 - Present
Kestra Investment Services, LLC (DALLAS TX)
TX
11/17/2023 - 04/30/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 12/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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