Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Watkins Bradley is a financial advisor with over 25 years of experience in the financial services industry. Kerry is a Chartered Financial Analyst and has a Series 65 and Series 63 license. Kerry is currently registered with MAI Capital Management, LLC in Arkansas and Texas. Kerry provides financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. Kerry has a strong track record of success in helping 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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
AR
01/09/2025 - Present
MAI Capital Management, LLC (Fayetteville AR)
IA
Issued 01/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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