Bradley Burton
Bradley Burton is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Antonio, TX, with 24 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1314 E Sonterra Blvd, Bldg 4 Ste 401, San Antonio, TX, 78258
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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 an independent insurance broker for Blue Cross Blue Shield of TX since 2003, selling health insurance. Bradley also owns a party rental business and is involved in construction, dedicating about 10-20% of his time to each, and serves as a pastor, dedicating about 10-20% of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Edward Jones
Edward JonesBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Charles Schwab & CO., INC.Broker
State Registrations14 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.