Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie David Bradshaw is a financial advisor with over 38 years of experience in the industry. Charlie is a registered representative with LPL Financial LLC, a large financial services company, and is registered to conduct business in Virginia, Colorado, Florida, North Carolina, and West Virginia. Charlie has held several previous roles with firms like MICG Investment Management, LLC, Investors Security Company, INC, MML Investors Services, INC, and G.R. Phelps & Co., INC. In addition to financial services, Charlie also works with Commonwealth Benefits Corp., a non-variable insurance provider. Charlie has earned the Chartered Financial Consultant designation and has successfully completed the Series 6, 7, 22, 31, and 65 securities exams.
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.
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2
VA
12/08/2008 - Present
LPL Financial LLC (FRANKLIN VA)
VA
01/06/2004 - 12/08/2008
MICG INVESTMENT MANAGEMENT, LLC (NEWPORT NEWS VA)
VA
12/13/1993 - 01/05/2004
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
MA
03/01/1996 - 11/04/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/03/1992 - 03/01/1996
G. R. PHELPS & CO., INC.
CA
01/04/1991 - 12/14/1993
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
06/27/1983 - 12/31/1990
G. R. PHELPS & CO., INC.
IA
Issued 04/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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