Bradley Warner (CRD# 4649039) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Media, PA and has over 20 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cbiz Investment Advisory Services LLC | Cleveland, OH | May 2018 - Current | 5 |
| Inr Advisory Services, LLC | Media, PA | Oct 2015 - May 2018 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2015 - Jan 2017 | 1 |
| Tp Investment Advisory Services, LLC | Wayne, PA | Sep 2011 - Oct 2015 | 4 |
| Global Retirement Partners | San Rafael, CA | Sep 2014 - Aug 2015 | < 1 |
| Lpl Financial LLC | Wayne, PA | Sep 2014 - Apr 2015 | < 1 |
| Financial Telesis Inc. | San Rafael, CA | May 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- PA
-
Total Assets Under Management8,859MILLIONS
-
Total Number of Accounts2,257ACCOUNTS
-
Average Account Value$3,925,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.