Bradley BergdahlCRD Number: 1432349
Current Firm: Lpl Financial LLC
Bradley Bergdahl (CRD# 1432349) is an Investment Advisor Representative working at Lpl Financial LLC in Devils Lake, ND and has over 30 years of experience in the finance industry. Bradley Bergdahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
Thrivent Investment Management Inc.
Investment Centers Of America, Inc.
|Cando Fire Department||Cando, ND||Oct 1996 - Current||20|
|Towner County Hospital Authority||Cando, ND||Oct 1996 - Current||20|
|Linsco/private Ledger Corp.||Cando, ND||Nov 1993 - Current||22|
|Premier Financial Services, Inc (ria)||Cando, ND||Dec 1993 - Aug 2007||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV
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