Norman Bradshaw
CRD Number: 3041529Current Firm: United Planners' Financial Services Of America A Limited Partner
Norman Bradshaw (CRD# 3041529) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has over 24 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# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
CRD# 6424613
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Nov 2019 - Current | 2 |
| Tbbp, LLC | Salisbury, NC | Jan 2014 - Current | 8 |
| Nt. Bradshaw | Salisbury, NC | Apr 2006 - Current | 16 |
| Bradshaw Financial Planning | Salisbury, NC | Apr 2006 - Current | 16 |
| Cambridge Investment Research Inc. | Fairfield, IA | Feb 2015 - Nov 2019 | 4 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Feb 2015 - Nov 2019 | 4 |
| 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 Management7,858MILLIONS
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Total Number of Accounts37,064ACCOUNTS
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Average Account Value$212,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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