Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Lloyd Davis is an investment advisor representative associated with Onedigital Investment Advisors in Sandy, Utah. Bradley has been in the industry since 2014 and is registered in Utah as an Investment Advisor Representative. Bradley has passed the Series 6, Series 63, and Series 65 exams as well as the SIE. Bradley also holds a license to provide investment advisory services to individuals, corporations, and other 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
03/28/2019 - Present
Onedigital Investment Advisors (SANDY UT)
UT
08/05/2020 - 09/12/2022
TRIAD ADVISORS LLC (Sandy UT)
UT
04/28/2014 - 03/21/2019
KESTRA INVESTMENT SERVICES, LLC (LEHI UT)
IA
Issued 07/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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