Bryce Bradley (CRD# 1436895) is an Investment Advisor Representative working at Avantax Advisory Services in Boise, ID and has over 38 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Boise, ID | Nov 2006 - Current | 17 |
| Avantax Advisory Services | Boise, ID | Feb 2006 - Current | 18 |
| Avantax Investment Services, Inc. | Boise, ID | Nov 2005 - Current | 18 |
| Dr Bryce T. Bradly & Associate Cpa | Boise, ID | Apr 1989 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- ID
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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