Bradley LivengoodCRD Number: 1139482
Current Firm: Suntrust Investment Services, Inc.
Bradley Livengood (CRD# 1139482) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Rockville, MD and has over 34 years of experience in the finance industry.
David Wealth Management, LLC
Palatine Advisors, Inc.
Commonwealth Financial Network
|Suntrust Bank||Chevy Chase, MD||Apr 2006 - Current||11|
|Suntrust Investment Services||Chevy Chase, MD||May 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 1997|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV