Unclaimed
Bradley Lloyd McNeill is a registered representative with J.P. Morgan Securities LLC. Bradley has been in the securities industry since August 3, 2012 and has experience working with a wide range of clients including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Bradley has a strong background in investment company products and variable contracts, as evidenced by his Series 6 and Series 6TO licenses. Bradley is currently registered with the state of Colorado and has been affiliated with J.P. Morgan Securities LLC since July 24, 2023. Previously, Bradley worked with Allstate Financial Services, LLC from 2004 to 2022.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
07/24/2023 - Present
J.p. Morgan Securities LLC (ENGLEWOOD CO)
CO
05/14/2021 - 09/22/2022
ALLSTATE FINANCIAL SERVICES, LLC (Boulder CO)
CO
04/25/2007 - 12/31/2013
ALLSTATE FINANCIAL SERVICES, LLC (LAKEWOOD CO)
CO
01/07/2004 - 12/08/2006
ALLSTATE FINANCIAL SERVICES, LLC (NORTHGLENN CO)
BC
Issued 05/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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