Unclaimed
Bradley Taylor Mendenhall is an investment advisor representative with Zacks Investment Management, Inc.. Bradley is also a registered investment advisor. Bradley has been in the securities industry since 2011. Bradley is licensed in Alaska, California, Idaho, Montana, Oregon, Washington, and Wyoming.
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.
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.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
10/19/2020 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
CA
03/19/2018 - 12/11/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
MN
10/19/2016 - 09/26/2017
AEI SECURITIES, INC. (ST. PAUL MN)
TX
06/02/2016 - 06/10/2016
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
09/10/2015 - 06/10/2016
NEXBANK SECURITIES INC (DALLAS TX)
CA
01/03/2011 - 07/31/2015
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
08/28/2009 - 10/27/2010
TNP SECURITIES, LLC (WALNUT CREEK CA)
IA
Issued 10/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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