Cortland Bradbury (CRD# 2471506) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Dublin, OH and has over 27 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Heritage Wealth Partners, LLC | Dublin, OH | Nov 2017 - Current | 6 |
Private Client Services | Louisville, KY | Nov 2017 - Current | 6 |
Lpl Financial | Dublin, OH | Oct 2014 - Nov 2017 | 3 |
Princor Financial Services Corp | Dublin, OH | Jun 2005 - Oct 2014 | 9 |
Principal Life Ins Co | Dublin, OH | Jun 2005 - Oct 2014 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1996 |
- OH
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts930ACCOUNTS
-
Average Account Value$153,256
- 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
FL, LA, OH, TX
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