Bradley Roberts, financial advisor Toledo OH
89 score

Bradley Roberts

CRD Number: 5615999
Current Firm: Royal Alliance Associates, Inc.

Bradley Roberts (CRD# 5615999) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Toledo, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Toledo, OH Nov 2012 - Current 4
Next Financial Group Inc. Toledo, OH Aug 2009 - Nov 2012 3
Mutual Service Corporation Toledo, OH Dec 2008 - Aug 2009 < 1
Informative Financial Services Toledo, OH Nov 2008 - Dec 2008 < 1
B. Roberts Painting Toledo, OH Apr 2002 - Dec 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Bradley D. Roberts
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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