Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Raymore is a financial advisor with over 20 years of experience in the industry. Bradley has been registered with Cambridge Investment Research Advisors, Inc. since 2005 and is currently licensed in Ohio and Texas. Prior to joining Cambridge, Bradley was with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company in Fort Wayne, Indiana. Bradley is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Bradley is also an Independent Insurance Agent for various independent insurance companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
07/08/2016 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
IN
10/31/2001 - 01/10/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/31/2001 - 01/10/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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