Kevin BradleyCRD Number: 3064890
Current Firm: H.d. Vest Advisory Services, Inc.
Kevin Bradley (CRD# 3064890) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Rockville, MD and has over 19 years of experience in the finance industry.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|H.d. Vest Investment Services||Rockville, MD||May 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY