Bradford Leblanc
Bradford Leblanc is a registered investment advisor at Osaic Wealth, INC., based in Salem, NH, with 37 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
59 Stiles Road, Suite 101, Salem, NH, 03079
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Regulatory History (1)
Customer Dispute
July 2015Other Business ActivitiesSells Insurance
Bradford works as a financial consultant for BHL Financial Services, focusing on insurance and advisory businesses. He dedicates about a quarter of his time (40 hours per month) to insurance-related activities and nearly full-time (120 hours per month) to advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Investacorp Advisory Services INC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Investors Capital CORP.Broker
Investors Capital Advisory
Commonwealth Financial Network
Granite State Wealth Management
Commonwealth Financial NetworkBroker
PFS Investments INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.