Bradley Shear, financial advisor Monroeville PA

Bradley Shear

CRD Number: 6801131
Current Firm: Good Life Advisors, LLC

Bradley Shear (CRD# 6801131) is an Investment Advisor Representative working at Good Life Advisors, LLC in Monroeville, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Good Life Advisors, LLC Reading, PA Apr 2019 - Current 1
Lpl Financial LLC Monroeville, PA Oct 2017 - Current 3
Shear Capital Group Monroeville, PA Jul 2014 - Current 6
Kent State Kent, OH Jun 2013 - Current 7
Daily Bread Pittsburgh, PA Jun 2012 - Jun 2014 2
Gateway School District Mosside And Gatway High School Pittsburgh, PA Oct 2007 - Jun 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Bradley J. Shear
Phone Number: 610-898-6927
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,531
    MILLIONS
  • Total Number of Accounts
    10,057
    ACCOUNTS
  • Average Account Value
    $152,229
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WV

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