Raymond Bradley
Raymond Bradley is a ChFC-designated registered investment advisor at Bradley Advisory, based in Stevens, PA, with 37 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 300 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.05% |
| $250K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.54% |
| $5M+ | 0.28% |
Fees include an additional service fee from Ausdal Financial Partners.
Fee Estimator
Location
1081 North Reading Road, Stevens, PA, 17578
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond owns an investment advisory and life/health insurance practice in Stevens, PA, offering investment advice and financial planning for insurance. This activity takes about 10-20% of his time, including time during trading hours.
Employment History
Current Registrations
Bradley Advisory
Ausdal Financial Partners, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
Forth Financial Securities, CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations10 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.