Peter Bradshaw (CRD# 6997508) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has over 5 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Esg Planning | San Jose, CA | Jul 2020 - Current | 3 |
| J.r. Financial & Insurance Services | Santa Clara, CA | Jul 2018 - Current | 5 |
| Qualified Planning | San Diego, CA | Jul 2018 - Jul 2020 | 2 |
| J.r. Financial & Insurance Services | Santa Clara, CA | Apr 2018 - Jul 2018 | < 1 |
| Santa Clara University | Santa Clara, CA | Sep 2014 - Jun 2018 | 3 |
| Safari West | Santa Rosa, CA | Jun 2017 - Sep 2017 | < 1 |
| Secondary Education | Westport, CT | Aug 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- CA
-
Total Assets Under Management101MILLIONS
-
Total Number of Accounts885ACCOUNTS
-
Average Account Value$114,597
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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