Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Lewis is a financial advisor with Capital Client Group, Inc. based in CARMEL, IN. Bradley has been in the industry since January 28, 2019 and has a Series 63, Series 65 and Series 7TO. Bradley Lewis is registered with the state of Indiana as an investment advisor representative. Bradley Lewis is also registered with the state of Illinois, Iowa, Kentucky, Michigan, Ohio and Wisconsin as a broker. Bradley Lewis works with individuals, high-net-worth individuals, corporations, businesses, and other investment advisors.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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IN
05/24/2019 - Present
Capital Client Group, Inc. (CARMEL IN)
IA
Issued 05/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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