Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
843,555 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1437.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

700 Maryville Centre Drive, St Louis, MO, 63141

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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 works as a sales associate at Lowe's Home Improvement, providing customer service in a retail setting. This takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Charles Schwab Investment Management, INC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2022 - December 2023 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
November 2022 - December 2023 · 1 yr 1 mo
TD Ameritrade Investment Management, LLC
January 2019 - September 2023 · 4 yrs 8 mos
TD Ameritrade, INC.
January 2019 - October 2022 · 3 yrs 9 mos
TD Ameritrade, INC.Broker
January 2019 - December 2023 · 4 yrs 11 mos
Metlife Investors Distribution CompanyBroker
June 2016 - August 2017 · 1 yr 2 mos
Msi Financial Services, INC.
December 2012 - July 2016 · 3 yrs 7 mos
Metlife Securities, INCBroker
May 2009 - June 2016 · 7 yrs 1 mo
Edward JonesBroker
March 2000 - April 2008 · 8 yrs 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Bradley Miles White - Financial Advisor | TrueAdvisor