Alan Bradley (CRD# 5193839) is an Investment Advisor Representative working at Prudential Financial Planning Services in Spanish Fort, AL and has over 17 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Spanish Fort, AL | Aug 2021 - Current | 2 |
| Pruco Securities, LLC | Spanish Fort, AL | Aug 2021 - Current | 2 |
| Bank Of America, N.a. | Mobile, AL | Oct 2019 - Aug 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dauphin, AL | Sep 2019 - Aug 2021 | 1 |
| Tiaa | Atlanta, GA | Nov 2015 - Sep 2019 | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Atlanta, GA | Nov 2015 - Sep 2019 | 3 |
| Pnc Investments | Pittsburgh, PA | Dec 2012 - Nov 2015 | 2 |
| Pnc Bank | Pittsburgh, PA | Dec 2012 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- AL
- AR
- CA
- MN
- NJ
- NY
- TX
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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