BB
BB

Bradley Bush

33 Years of Experience
Franklin, TN
BrokerSells Insurance

Bradley Bush is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Franklin, TN, with 33 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

278 Seaboard Ln, Ste 10, Franklin, TN, 37067

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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 independent insurance agent for various insurance companies. He is also a member of Bush Building GP, owning real estate, and an advisory representative of CIRA, a RIA, dedicating nearly full-time hours. Finally, he is an agent with Optimum Wealth Group, LLC, but spends minimal time on this activity.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2011 - Present · 15 yrs 1 mo
Cambridge Investment Research, INC.Broker
June 2011 - Present · 15 yrs 1 mo
Previous Registrations
Next Financial Group, INC.
January 2004 - June 2011 · 7 yrs 5 mos
Next Financial Group, INC.Broker
August 2003 - June 2011 · 7 yrs 10 mos
Advantage Capital CorporationBroker
August 1994 - August 2003 · 9 yrs
Travelers Equities Sales, INC.Broker
April 1994 - August 1994 · 4 mos
Money Concepts Capital CORPBroker
June 1993 - May 1994 · 11 mos
Travelers Equities Sales, INC.Broker
January 1993 - June 1993 · 5 mos
State Registrations24 states
ALARAZCACOFLGAIAILINKYLAMIMOMSNCNJNYOHOKPASCTNTX
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.