Brad Warhurst, financial advisor Bloomsburg PA
93 score

Brad Warhurst

CRD Number: 5323381
Current Firm: Lincoln Investment

Brad Warhurst (CRD# 5323381) is an Investment Advisor Representative working at Lincoln Investment in Bloomsburg, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning, Inc. Bloomsburg, PA Apr 2007 - Current 9
Next Level Performance Bloomsburg, PA Jul 2002 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Brad M. Warhurst
Phone Number: 215-887-8111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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