Bradley RollinsCRD Number: 5546873
Current Firm: Mariner Wealth Advisors
Bradley Rollins (CRD# 5546873) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 8 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Adams Hall Asset Management LLC||Tulsa, OK||Feb 2008 - Current||9|
|Samson Investment Company||Tulsa, OK||Jun 2007 - Feb 2008||< 1|
|University Of Tulsa||Tulsa, OK||Sep 2001 - Aug 2007||5|
|University Of Tulsa Athletics||Tulsa, OK||Aug 2005 - May 2007||1|
|Linen King||Tulsa, OK||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management2,246MILLIONS
Total Number of Accounts1,806ACCOUNTS
Average Account Value$1,243,442
- 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
- Selection of other advisers (including private fund managers)
CA, CO, DC, FL, KS, MO, OK, TX
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