Norman Bradshaw, financial advisor Salisbury NC

Norman Bradshaw

CRD Number: 3041529
Current 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.

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Advice And Planning Services
Professional Designations
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
Contact Info for Norman T. Bradshaw
Phone Number: 480-991-0225
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    7,858
    MILLIONS
  • Total Number of Accounts
    37,064
    ACCOUNTS
  • Average Account Value
    $212,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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