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Martha Bradshaw

27 Years of Experience
Pascagoula, MS
Broker

Martha Bradshaw is a registered investment advisor at LPL Financial LLC, based in Pascagoula, MS, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

633 Delmas Ave. Suite B, Pascagoula, MS, 39567

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Martha operates her LPL business under the DBA Reynolds - Bradshaw & Associates. This investment-related activity takes up nearly all of Martha's time.

Employment History
Current Registrations
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
SA Stone Investment Advisors INC.
June 2016 - June 2023 · 7 yrs
SA Stone Wealth Management INC.Broker
March 2014 - June 2023 · 9 yrs 3 mos
Sterne Agee Asset Management, INC.
March 2014 - June 2016 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
January 2008 - November 2012 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2012 · 4 yrs 10 mos
A. G. Edwards & Sons, INC.
July 2004 - January 2008 · 3 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
July 2004 - January 2008 · 3 yrs 6 mos
Citigroup Global Markets INC.
February 2004 - July 2004 · 5 mos
Citigroup Global Markets INC.Broker
February 2004 - July 2004 · 5 mos
Morgan Stanley
January 2003 - February 2004 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
February 1997 - February 2004 · 7 yrs
State Registrations1 state
MS
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.