Douglas Bradley
Douglas Bradley is a registered investment advisor at Integrated Wealth Concepts LLC, based in La Jolla, CA, with 28 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
La Jolla, CA
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Regulatory History (3)
Employment Separation After Allegations
March 2018Regulatory
March 2018Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Douglas is an Investment Advisor Representative with Laurel Wealth Advisors, operating under Capital Stewardship Group's DBA name, dedicating 100% of his time during trading hours to this activity. He also works as an insurance agent, selling fixed life and long-term care insurance products for a few hours per week, and is involved with several community organizations and church finance committees, dedicating minimal time to each.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.