Bradley Easom
Bradley Easom is a registered investment advisor at Planmember Securities Corporation, based in Dunnellon, FL, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
20184 E Pennsylvania Ave, Dunnellon, FL, 34432
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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
Bradley is a manager at Jay Easom, LLC, providing retirement, fixed insurance, and financial services, dedicating about a quarter of his time. He also serves as Chairman/Volunteer on the City of Dunnellon Fire & Police Pension Board, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
Wachovia Securities, LLCBroker
Raymond James & Associates, INC.Broker
State Registrations13 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.