Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Lewis is a financial advisor based in Redding, California. Bradley Lewis has been working in the financial services industry since 1987. Bradley Lewis is currently registered with LPL Financial LLC. Bradley Lewis has also worked with FSC Securities Corporation, QA3 Financial Corp. and LPL Financial Corporation. Bradley Lewis holds the Series 6, 7, 26, 63, and 66 licenses. Bradley Lewis offers financial planning, portfolio management for individuals, consulting and other non-discretionary advisory services and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/02/2019 - Present
LPL Financial LLC (REDDING CA)
CA
02/09/2011 - 05/06/2019
FSC SECURITIES CORPORATION (REDDING CA)
CA
07/13/2009 - 02/11/2011
QA3 FINANCIAL CORP. (REDDING CA)
CA
02/15/1994 - 07/07/2009
LPL FINANCIAL CORPORATION (REDDING CA)
NE
03/25/1987 - 02/23/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 10/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Lewis is the right advisor for you? Invested Better is here to help.
