Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ardmore Bradley is a financial advisor with over 12 years of experience in the financial services industry. James has a strong background in both investment advisory and brokerage services, having worked for various firms, including Securian Financial Services, Inc., Lincoln Financial Securities Corporation, and Cambridge Investment Research Advisors, Inc., where James is currently registered. James is a Certified Financial Planner™ professional, holds licenses including Series 6, 7, and 63 and is a registered investment advisor in Maryland and Texas. James provides a range of services to individuals, high-net-worth individuals, and businesses including financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
08/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (GAITHERSBURG MD)
MD
09/08/2011 - 09/11/2013
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
12/13/2010 - 07/01/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA MD)
IA
Issued 03/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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