Unclaimed
Bradley Robert Martin is a financial advisor with over 3 years of experience in the industry. Bradley is a registered representative with Cambridge Investment Research Advisors, Inc. Bradley specializes in retirement planning, investment management, and financial planning. Bradley has a strong background in the medical field, having worked as a physical therapist and a financial advisor. Bradley provides a comprehensive approach to financial planning, working with individuals and families to help them reach 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.
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
AL
08/05/2022 - Present
Cambridge Investment Research Advisors, Inc. (Hoover AL)
IA
Issued 01/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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