Nicholas Bradley (CRD# 5578319) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Springfield, OH and has over 15 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 2930449
Primerica Advisors
CRD# 4903661
Fifth Third Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fifth Third Securities | Spring Field, OH | Jan 2015 - Current | 9 |
Fifth Third Bank | Spring Field, OH | Oct 2014 - Feb 2017 | 2 |
Pnc Investments | Springfield, OH | Jan 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2008 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- OH
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Total Assets Under Management7,311MILLIONS
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Total Number of Accounts41,519ACCOUNTS
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Average Account Value$176,089
- A percentage of assets under your management
- 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)
- Other
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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