Unclaimed
Bradley Lay is an investment advisor representative at Stonex Advisors Inc., a firm headquartered in Birmingham, Alabama. Bradley Lay's professional experience in the financial services industry began on April 18, 2003, and Bradley Lay has been with the current firm since September 2019. Stonex Advisors Inc. has over 191 licensed agents, 228 investment advisor representatives, and 232 registered representatives. Bradley Lay has Series 7, 66 and SIE securities licenses. Bradley Lay also holds a securities license for Tennessee. Bradley Lay's primary office is located at 354 COOL SPRINGS BLVD #105, FRANKLIN, TN 37067.
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.
Financial consulting services
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.
1
2
AL
09/11/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
TN
02/13/2013 - 09/12/2019
RAYMOND JAMES & ASSOCIATES, INC. (COLUMBIA TN)
TN
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COLUMBIA TN)
TN
04/18/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (FAYETTEVILLE TN)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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