Bradford Small, financial advisor Lancaster SC

Bradford Small

CRD Number: 6995749
Current Firm: Lpl Financial LLC

Bradford Small (CRD# 6995749) is an Investment Advisor Representative working at Lpl Financial LLC in Lancaster, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lancaster, SC Aug 2019 - Current 4
Founders Federal Credit Union Lancaster, SC Aug 2019 - Current 4
First Citizens Investor Services Raleigh, NC Jul 2018 - Aug 2019 1
First Citizens Bank Lancaster, SC Jun 2006 - Aug 2019 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2018
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Bradford K. Small
Phone Number: 704-733-3300
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, WY

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