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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Towson is a financial advisor with over 20 years of experience in the industry. Bradley is currently a Senior Vice President with Onedigital Investment Advisors, where he specializes in providing financial planning, retirement planning, and investment management services to individuals, families, and businesses. Previously, Bradley was a Financial Advisor with Triad Advisors, LPL Financial, Morgan Stanley, and Citigroup Global Markets. Bradley holds Series 7, 31, 63, and 65 securities licenses and is registered to provide investment advice in multiple states. Bradley is dedicated to providing personalized financial advice that helps clients achieve their financial goals.
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.
1
2
KS
04/27/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
GA
04/26/2021 - 08/23/2024
TRIAD ADVISORS LLC (Atlanta GA)
GA
04/14/2016 - 05/17/2021
LPL FINANCIAL LLC (ATLANTA GA)
GA
06/01/2009 - 04/29/2016
MORGAN STANLEY (ATLANTA GA)
GA
12/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
04/28/2003 - 12/18/2008
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
03/22/2001 - 04/28/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
03/21/2000 - 03/26/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/21/2000 - 03/26/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
LA
12/07/1999 - 03/08/2000
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
IA
Issued 04/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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