Bradford Underdahl, financial advisor La Jolla CA
71 score

Bradford Underdahl

CRD Number: 867889
Current Firm: Laurel Wealth Advisors, Inc.

Bradford Underdahl (CRD# 867889) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 37 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor La Jolla CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Score
106
Similar Advisors
Thomas Brenner, financial advisor La Jolla CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Score
106
Similar Advisors
John O'Reilly, financial advisor La Jolla CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Score
103
Company Name Location Dates Years
Laurel Wealth Advisors, Inc. Fallbrook, CA Apr 2012 - Current 4
Morgan Stanley Smith Barney La Jolla, CA Jun 2009 - Current 7
Citigroup Global Markets Inc. La Jolla, CA Jul 1993 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1979
S65 NASAA Investment Advisors Law Examination Jul 1992
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bradford J. Underdahl
Phone Number: 858-459-1101
Firm Website: http://www.laurelwa.com
Registered State(s):
  • CA
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    700
    MILLIONS
  • Total Number of Accounts
    2,473
    ACCOUNTS
  • Average Account Value
    $282,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, HI, MI, NJ, NV, NY, OR, PA, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
71

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.