Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Raymond Lundquist is a financial advisor with over 25 years of experience in the industry. Bradley has been with Robert W. Baird & Co. Inc. since 2009. Prior to that, Bradley was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, and Wells Fargo Investments, LLC. Bradley is registered to provide investment advice in Arizona, California, and Texas. Bradley has a broad range of experience and specializes in a number of areas including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Bradley also provides financial planning, pension consulting, and educational seminars.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
AZ
03/27/2009 - Present
Robert W. Baird & Co. Inc. (SCOTTSDALE AZ)
AZ
10/20/2006 - 03/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
03/15/2002 - 10/23/2006
WACHOVIA SECURITIES, LLC (SCOTTSDALE AZ)
CA
12/13/2000 - 04/12/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/28/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
12/23/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
11/07/1994 - 05/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bradley Lundquist is the right advisor for you? Invested Better is here to help.
