Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Hall is a financial advisor with over 27 years of experience in the industry. Bradley is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Bradley previously worked with Waddell & Reed, where Bradley was a registered representative for 26 years before joining LPL in 2021. Bradley holds the Series 6, 7, 24, 63 and 65 licenses, and the SIE designation. Bradley is also a Certified Financial Planner. Bradley's clients include individuals, families, businesses, and non-profits. Bradley provides a variety of services, including financial planning, investment management, and retirement planning. Bradley is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
TX
07/21/2021 - Present
LPL Financial LLC (SOUTHLAKE TX)
TX
12/08/1994 - 07/21/2021
WADDELL & REED (SOUTHLAKE TX)
IA
Issued 01/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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