Bradley Mayo, financial advisor Oxford MS

Bradley Mayo

CRD Number: 5826909
Current Firm: Lpl Financial LLC

Bradley Mayo (CRD# 5826909) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, MS and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Oxford, MS Oct 2019 - Current 4
Mayo Financial Oxford, MS Mar 2008 - Current 16
Mayo Properties Oxford, MS Jun 1997 - Current 26
Royal Alliance Associates, Inc. Oxford, MS Nov 2018 - Oct 2019 < 1
Signator Investors, Inc. Oxford, MS May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Oxford, MS Jan 2016 - May 2016 < 1
Mississippi House Of Representatives Jackson, MS Jan 2012 - Feb 2016 4
Transamerica Financial Advisors Oxford, MS Jan 2013 - Jan 2015 2
Transamerica Financial Advisors, Inc. Oxford, MS Jan 2013 - Dec 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Bradley D. Mayo
Phone Number: 704-733-3300
Registered State(s):
  • MS
  • TX
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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