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Bradley Eads

20 Years of Experience
Ft Collins, CO
Broker

Bradley Eads is a registered investment advisor at LPL Financial LLC, based in Ft Collins, CO, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

3003 E Harmony Rd Ste 310, Ft Collins, CO, 80528

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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 is the owner and a tax preparer at Eads & Associates, a CPA/bookkeeper/tax preparation firm, since 2012. This activity takes all of Bradley's time.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2013 - Present · 13 yrs 8 mos
LPL Financial LLC
November 2012 - Present · 13 yrs 10 mos
Previous Registrations
AXA Advisors, LLC
January 2007 - January 2011 · 4 yrs
AXA Advisors, LLCBroker
January 2006 - January 2011 · 5 yrs
H.D. Vest Investment ServicesBroker
September 2000 - February 2003 · 2 yrs 5 mos
State Registrations3 states
COFLIL
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.