Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley Steven Vick

LPL Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley Steven Vick

Bradley Vick is a financial advisor with over 30 years of experience in the industry. Bradley is currently registered with LPL Financial LLC, and has previously worked with Northwestern Mutual Investment Services, LLC, Russell Fund Distributors, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Bradley has a strong track record of success and is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Bradley Vick is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley Vick’s Registration & Firm History

MN

05/30/2024 - Present

LPL Financial LLC (STILLWATER MN)

MN

04/24/2002 - 05/29/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)

MN

05/21/2024 - 05/23/2024

LPL FINANCIAL LLC (STILLWATER MN)

WA

05/22/1998 - 03/04/2002

RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)

MN

03/09/1992 - 09/03/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/09/1992 - 09/03/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

05/31/1990 - 06/21/1991

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

05/31/1990 - 06/21/1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Bradley Steven Vick is right for you?

Licenses & Designations

BOTH

Issued 05/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1992

Series 7 - General Securities Representative Examination

BC

Issued 05/30/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Steven Vick.
Not sure if Bradley Steven Vick is right for you?