Unclaimed
Justin Bradford is an investment advisor representative registered with LPL Financial LLC. Justin has been in the industry since 2000 and holds Series 7, 52, 63 and 65 licenses, as well as the SIE. Justin has experience with Sigma Financial Corporation, First Allied Securities, Inc., HD Vest Investment Services, Prudential Securities Incorporated, and H&R Block Financial Advisors, Inc. Justin is currently registered in Illinois, Missouri, North Carolina, and South Carolina. Justin provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
NC
05/15/2023 - Present
LPL Financial LLC (SOUTHERN PINES NC)
NC
06/08/2021 - 05/15/2023
SIGMA FINANCIAL CORPORATION (Southern Pines NC)
NC
01/04/2016 - 06/08/2021
FIRST ALLIED SECURITIES, INC. (Southern Pines NC)
NC
03/28/2003 - 01/04/2016
HD VEST INVESTMENT SERVICES (Pinehurst NC)
NY
06/06/2001 - 10/18/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
07/30/1999 - 05/16/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 02/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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