Invested Better
Unclaimed

Unclaimed

Unclaimed

Comischell Lee Bradley-rodriguez

Vanguard Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Comischell? Claim Your Profile

About Comischell Lee Bradley-rodriguez

Comischell Bradley-rodriguez is a financial advisor with Vanguard Advisers, Inc. Comischell has been a registered representative in the securities industry for over 7 years. Comischell is licensed to provide securities advice and investment advisory services in Arizona, California, Ohio, and Texas. Comischell has expertise in providing financial planning, portfolio management, and other advisory services to individual and business clients. Comischell has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations. Comischell is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs.

Firm Information

Comischell Bradley-rodriguez is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Comischell Bradley-rodriguez’s Registration & Firm History

TX

08/26/2021 - Present

Vanguard Advisers, Inc. (Plano TX)

OH

12/09/2019 - 06/04/2021

CUSO FINANCIAL SERVICES, L.P. (Athens OH)

WV

03/28/2019 - 12/12/2019

UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)

OH

02/22/2016 - 03/27/2019

NYLIFE SECURITIES LLC (ATHENS OH)

Not sure if Comischell Lee Bradley-rodriguez is right for you?

Licenses & Designations

BOTH

Issued 02/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Comischell Lee Bradley-rodriguez.
Not sure if Comischell Lee Bradley-rodriguez is right for you?