Norman Bradshaw (CRD# 3041529) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Salisbury, NC and has over 20 years of experience in the finance industry. Norman Bradshaw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2372093
Ameriprise Financial Services, Inc.
Score
101
CRD# 4592855
3a Financial Group LLC
Score
96
CRD# 832178
Aventus Investment Advisors, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield, IA | Feb 2015 - Current | 3 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Feb 2015 - Current | 3 |
| Parkland Securities | Ann Arbor, MI | Aug 2014 - Feb 2015 | < 1 |
| Spc | Ann Arbor, MI | Apr 2006 - Feb 2015 | 8 |
| Sammons Securities Company, LLC | Ann Arbor, MI | Apr 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- NC
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Total Assets Under Management28,722MILLIONS
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Total Number of Accounts168,526ACCOUNTS
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Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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