David Bradley (CRD# 1270392) is an Investment Advisor Representative working at Spectrum Financial Advisors LLC in Brentwood, TN and has over 39 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spectrum Financial Advisors LLC | Brentwood, TN | Mar 2019 - Current | 5 |
| Insurance Agent | Brentwood, TN | May 2018 - Current | 5 |
| Ameriprise Financial Services Inc. | Brentwood, TN | Aug 2018 - Oct 2018 | < 1 |
| Wells Fargo Clearing Services, LLC | Brentwood, TN | Nov 2016 - Aug 2018 | 1 |
| Wells Fargo Advisors | Brentwood, TN | Feb 1984 - Aug 2018 | 34 |
| Wells Fargo Advisors LLC | Brentwood, TN | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management21MILLIONS
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Total Number of Accounts12ACCOUNTS
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Average Account Value$1,709,569
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
TN
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