Bradley Fisher (CRD# 4388267) is an Investment Advisor Representative working at Accredited Wealth Management LLC in Louisville, KY and has over 22 years of experience in the finance industry. Bradley Fisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accredited Wealth Management, LLC | Louisville, KY | Sep 2019 - Current | 4 |
| D. Scott Neal, Inc. | Lexington, KY | Sep 2013 - Aug 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2001 |
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Total Assets Under Management135MILLIONS
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Total Number of Accounts519ACCOUNTS
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Average Account Value$259,345
- 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
FL, IN, KY
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