Bradley Doyle (CRD# 5539797) is an Investment Advisor Representative working at Intrua Financial in Amarillo, TX and has over 14 years of experience in the finance industry.
CRD# 4116388
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1062124
Money Methods, Inc.
CRD# 5868493
Adams Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Amarillo, TX | Mar 2021 - Current | 3 |
| Intrua Financial, LLC | Houston, TX | Mar 2021 - Current | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2017 - Mar 2021 | 4 |
| Cwm LLC | Amarillo, TX | Aug 2014 - Mar 2021 | 6 |
| Pinnacle Financial Group | Amarillo, TX | Feb 2014 - Oct 2018 | 4 |
| Lpl Financial LLC | Amarillo, TX | Dec 2008 - Jan 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
- TX
-
Total Assets Under Management1,657MILLIONS
-
Total Number of Accounts7,354ACCOUNTS
-
Average Account Value$225,255
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NM, OK, PA, TN, TX, VA, WA, WI
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