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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Claude Bradley is a financial advisor with over 35 years of experience in the industry. Larry is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Larry worked with Philadelphia Life Asset Planning Company and Southwestern Management & Research Corporation. Larry holds a number of licenses and registrations including Series 3, 6, 7, 9, 10, 63, and 65. Larry is a Registered Representative and an Investment Advisor Representative in the state of Texas. Larry has extensive experience in providing portfolio management for individuals and businesses as well as pension consulting and other financial 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/16/1986 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LUBBOCK TX)
NA
07/03/1986 - 12/19/1986
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
12/12/1985 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 12/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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