Bradley RobertsCRD 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.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Royal Alliance||Toledo, OH||Nov 2012 - Current||3|
|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|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV