Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Tobler is an investment advisor representative at Centaurus Financial, Inc. Bradley has been in the financial industry since February 2009 and is registered in 28 states. Bradley specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Bradley has a strong track record of success and is committed to providing clients with the highest level of service and expertise.
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.
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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VA
09/19/2022 - Present
Centaurus Financial, Inc. (LEESBURG VA)
TX
02/27/2009 - 10/20/2020
FSC SECURITIES CORPORATION (SAN ANTONIO TX)
TX
02/23/2009 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (SAN ANTONIO TX)
BOTH
Issued 10/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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