BW
CFP
BW
CFP

Bradley Weddle

37 Years of Experience
Mesquite, TX
BrokerSells Insurance

Bradley Weddle is a CFP-designated registered investment advisor at Advisor Resource Council, based in Mesquite, TX, with 37 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
11,836 clients
Average Client Portfolio
$295K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3330 N. Galloway Ave., Mesquite, TX, 75150

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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 ActivitiesSells Insurance

Bradley is an agent for non-variable insurance, including life, health, long-term care, and fixed annuities, dedicating minimal time. He also provides investment advisory services through Advisor Resource Council, spending nearly full-time on this activity, and co-owns rental real estate.

Employment History
Current Registrations
Advisor Resource Council
November 2013 - Present · 12 yrs 11 mos
LPL Financial LLCBroker
December 2007 - Present · 18 yrs 10 mos
Previous Registrations
LPL Financial LLC
December 2007 - October 2015 · 7 yrs 10 mos
Edward Jones
September 2006 - December 2007 · 1 yr 3 mos
Edward JonesBroker
June 1993 - December 2007 · 14 yrs 6 mos
PFS Investments INC.Broker
September 1988 - February 1993 · 4 yrs 5 mos
State Registrations17 states
ALARAZCACOFLILKSLAMOMSNCORPASDTXWA
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.
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