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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Thomas Lott is a financial advisor with over 25 years of experience in the industry. Bradley is currently registered with L.m. Kohn & Co. and has been with the firm since 2014. Prior to that, Bradley worked with other prominent financial firms such as Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Bradley's expertise includes financial planning, pension consulting, and portfolio management for both individuals and businesses. Bradley holds the Series 7, Series 31, Series 63, and Series 65 licenses. Bradley is registered in 27 states and is committed to providing clients with personalized advice and investment strategies that meet their specific financial needs.
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.
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.
Flat commission/execution fee
1
2
OH
07/17/2014 - Present
L.m. Kohn & Co. (CINCINNATI OH)
MI
08/18/2011 - 06/18/2014
WELLS FARGO ADVISORS, LLC (BIRMINGHAM MI)
MI
06/01/2009 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (TROY MI)
MI
01/12/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
MI
10/30/1998 - 01/23/2007
UBS FINANCIAL SERVICES INC. (TROY MI)
NY
04/01/1997 - 11/25/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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