Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Johnson is a financial advisor who has been in the industry since 2005. Bradley is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Bradley is currently registered with Sanctuary Advisors, LLC and previously worked with Merrill Lynch and Frost Brokerage Services, Inc. Bradley is licensed to provide advisory services in Arkansas, Colorado, and Texas. Bradley specializes in working with individuals, corporations, and charitable organizations.
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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2
TX
04/23/2021 - Present
Sanctuary Advisors, LLC (San Antonio TX)
TX
12/08/2011 - 04/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
07/15/2005 - 11/15/2011
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
IA
Issued 12/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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