Bradley EilersCRD Number: 7028390
Current Firm: Fidelity Personal And Workplace Advisors
Bradley Eilers (CRD# 7028390) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 4 years of experience in the finance industry.
Prudential Financial Planning Services
Ubs Financial Services Inc.
Northwestern Mutual Investment Services,llc
|Fidelity Brokerage Services LLC||Covington, KY||Sep 2018 - Current||4|
|Education At Work||Covington, KY||Apr 2016 - Sep 2018||2|
|Oriental Wok||Lakeside Park, KY||Jan 2016 - Jan 2017||1|
|Smg Conversions||Newport, KY||Nov 2015 - Feb 2016||< 1|
|Tropical Sno||Edgewood, KY||Jun 2013 - Aug 2015||2|
|Covington Catholic High School||Park Hills, KY||Jul 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2019|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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