Bradley Mendenhall (CRD# 5707156) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Sacramento, CA and has over 14 years of experience in the finance industry.
CRD# 2888718
Northwestern Mutual Investment Services,llc
CRD# 2712051
Adams Ashby Financial Advisors
CRD# 2163086
Adams Ashby Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zacks Investment Management | Chicago, IL | Jan 2020 - Current | 4 |
| Franklin Templeton Distributors, Inc. | Rancho Cordova, CA | Mar 2018 - Dec 2019 | 1 |
| Unemployed | Sacramento, CA | Jul 2017 - Mar 2018 | < 1 |
| Aei Fund Management, Inc. | St. Paul, MN | Oct 2016 - Jul 2017 | < 1 |
| Aei Securities, Inc. | St. Paul, MN | Oct 2016 - Jul 2017 | < 1 |
| Unemployed | Minneapolis, MN | Jun 2016 - Oct 2016 | < 1 |
| Highland Capital Funds Distributor | Dallas, TX | Jun 2016 - Jun 2016 | < 1 |
| Nexbank Securities, Inc. | Dallas, TX | Sep 2015 - Jun 2016 | < 1 |
| Sc Distributors, LLC | Newport Beach, CA | Dec 2010 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- CA
-
Total Assets Under Management8,374MILLIONS
-
Total Number of Accounts7,545ACCOUNTS
-
Average Account Value$1,109,809
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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
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