Karli Bradley, financial advisor Plano TX
93 score

Karli Bradley

CRD Number: 5882146
Current Firm: Money Matters With Ken Moraif

Karli Bradley (CRD# 5882146) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Money Matters With Ken Moraif Scottsdale, AZ Jul 2016 - Current < 1
Usaa Financial Planning Services Phoenix, AZ Mar 2011 - Jul 2016 5
Usaa Financial Advisors, Inc. Phoenix, AZ Jan 2011 - Jul 2016 5
Usaa Property & Casualty Co Phoenix, AZ Sep 2008 - Mar 2011 2
Unemployed Anthem, AZ Feb 2008 - Sep 2008 < 1
Ippei Japanese Bistro Scottsdale, AZ Feb 2007 - Feb 2008 1
Elephant Bar Scottsdale, AZ Jul 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Karli R. Bradley
Phone Number: 469-246-3600
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    2,906
    MILLIONS
  • Total Number of Accounts
    15,613
    ACCOUNTS
  • Average Account Value
    $186,102
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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