Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bradford is a financial advisor with over 20 years of experience in the industry. Robert is registered with Intrua Financial, a firm that provides financial planning, portfolio management for individuals and selection of other advisors. Robert holds Series 63 and 65 licenses and has earned the Certified Financial Planner designation. Prior to joining Intrua Financial, Robert was a financial advisor with Lucia Securities, LLC and First Allied Securities, Inc. Robert has a strong commitment to providing his clients with personalized financial advice and helping them 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.
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.
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2
TX
02/18/2016 - Present
Intrua Financial (HOUSTON TX)
TX
09/09/2011 - 09/24/2015
LUCIA SECURITIES, LLC (Bellaire TX)
TX
11/09/2007 - 12/05/2011
FIRST ALLIED SECURITIES, INC. (HOUSTON TX)
TX
09/27/2007 - 11/15/2007
SECURITIES AMERICA, INC. (HOUSTON TX)
TX
01/16/2003 - 08/28/2007
WFG INVESTMENTS, INC. (HOUSTON TX)
AZ
10/29/2002 - 01/08/2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
IA
Issued 12/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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