Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Marshall is a financial advisor with Cadaret, Grant & CO., Inc. Bradley has been in the industry since 1997. Bradley holds the Series 7, Series 63, Series 24, and Series 65 licenses. Bradley also provides insurance lines: Fixed Annuities, Life/Health, LTC and index annuities. Bradley has experience with a variety of clients, including individuals, businesses, and charitable organizations. Bradley has also held positions with LPL Financial LLC, Wells Fargo Securities Inc., WM Financial Services, Inc. and Great Western Financial Securities Corporation.
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.
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.
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ID
01/24/2023 - Present
Cadaret, Grant & CO., Inc. (Couer D'Alene ID)
CA
04/29/2005 - 02/06/2023
LPL FINANCIAL LLC (LOS GATOS CA)
CA
10/10/2000 - 05/02/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
09/25/2000 - 10/23/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
05/01/1998 - 09/29/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/26/1998 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
07/24/1997 - 03/24/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/10/1997 - 07/17/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
04/22/1996 - 07/09/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 06/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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