Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Ross Thompson has been in the financial services industry since 1999. Currently, Bradley is an Investment Advisor Representative with Kovack Advisors, Inc. and has been with the firm since May 2016. Previously, Bradley was with LPL Financial LLC from December 2009 until June 2016. Bradley specializes in providing financial planning services, selecting other advisors for their clients, and managing investment portfolios for both businesses and individuals. Bradley is registered as an Investment Advisor Representative in California, Colorado, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/21/2023 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
CO
12/16/2009 - 06/14/2016
LPL FINANCIAL LLC (FT COLLINS CO)
CO
07/09/2002 - 12/16/2009
PRIMEVEST FINANCIAL SERVICES, INC. (FORT COLLINS CO)
MN
12/15/2000 - 07/22/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 07/22/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
07/23/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 07/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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