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Bradley Dantzler

31 Years of Experience
Winter Haven, FL
Broker

Bradley Dantzler is a registered investment advisor at Raymond James & Associates, INC., based in Winter Haven, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

141 5th Street Nw, Suite 100, Winter Haven, FL, 33881

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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

Bradley holds a political office with the City of Winter Haven since 2018, dedicating minimal time. He also owns a rental real estate property as an investment, requiring minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2006 - Present · 19 yrs 11 mos
Raymond James & Associates, INC.Broker
May 2006 - Present · 20 yrs
Previous Registrations
Banc of America Investment Services, INC.
April 2003 - May 2006 · 3 yrs 1 mo
Banc of America Investment Services, INC.Broker
April 2003 - May 2006 · 3 yrs 1 mo
Edward JonesBroker
December 1994 - April 2003 · 8 yrs 4 mos
State Registrations28 states
ALARAZCACOFLGAILINMAMDMIMNMONCNMNVNYOHOKORPARISCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bradley Dantzler - Financial Advisor | TrueAdvisor