Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Phillip Larson is a financial advisor with Bailard, Inc. He is a Certified Financial Planner. Bradley is registered with the state of California, Oregon and Texas. He has been in the industry since February 2014 and has a Series 65 license. Bradley Larson specializes in Portfolio Management for Individuals, Businesses, and Investment Companies. He also provides Financial Planning, Educational Seminars and Publication of Periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CA
09/24/2021 - Present
Bailard, Inc. (FOSTER CITY CA)
IA
Issued 09/17/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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