Unclaimed
Bradley Bickham is a financial advisor with over 30 years of experience in the industry. Bradley is currently registered with Lido Advisors, LLC and has previously worked for Securities America, Inc., Dain Bosworth Incorporated, and Travelers Equities Sales, Inc. Bradley holds a Series 3, Series 7, and Series 63 license and is also a Chartered Financial Analyst. Bradley is currently 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.
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.
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
CO
05/14/2024 - Present
Lido (Boulder CO)
NA
08/01/1990 - 12/31/1991
SECURITIES AMERICA, INC.
NA
02/14/1986 - 07/05/1989
DAIN BOSWORTH INCORPORATED
NA
03/20/1985 - 08/11/1986
TRAVELERS EQUITIES SALES, INC.
IA
Issued 04/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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