Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Niall? Claim Your ProfileNiall David Bridgeman is a financial advisor registered with LPL Financial LLC. Niall has over 27 years of experience in the financial services industry, holding various positions at several firms including Raymond James Financial Services, Inc., Wachovia Securities, LLC, Wachovia Securities, Inc., Banc of America Investment Services, Inc., SunTrust Securities, Inc., First Union Brokerage Services, Inc., and Dean Witter Reynolds Inc. Niall is licensed to provide securities and advisory services in California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Virginia, and Washington. Niall is a qualified tax return preparer registered with the IRS and provides tax preparation services in addition to his financial advisory role. Niall also teaches accounting and business courses at Mainland Regional High School. Niall is dedicated to providing personalized financial advice and investment strategies to individuals, families, and businesses.
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.
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2
NJ
07/28/2008 - Present
LPL Financial LLC (EGG HARBOR TWP NJ)
VA
06/08/2004 - 07/28/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (ARLINGTON VA)
MO
06/15/2002 - 06/09/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/11/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MA
08/23/2000 - 01/25/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
GA
06/01/2000 - 08/17/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
03/14/1997 - 06/02/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/23/1996 - 02/26/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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