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Dale Bradley

36 Years of Experience
Evanston, IL
1 DisclosureBroker

Dale Bradley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Evanston, IL, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3000 Central Street, Evanston, IL, 60201

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History

Regulatory History (1)
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Criminal
May 2017
Final Disposition
Other Business Activities

Dale is the president of Bradley Investment Center, though he spends minimal time on it. Dale also owns rental real estate property, dedicating a few hours per week to collecting rent and paying taxes/utilities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2013 - Present · 13 yrs 2 mos
Raymond James Financial Services, INC.
April 2013 - Present · 13 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2013 - Present · 13 yrs 3 mos
Previous Registrations
Edward Jones
February 2007 - May 2013 · 6 yrs 3 mos
Edward JonesBroker
October 1989 - May 2013 · 23 yrs 7 mos
State Registrations26 states
ARAZCACODCFLGAILINKYMDMIMOMSNCNMNVNYOHPASCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.