BB
ChFC
BB
ChFC

Brad Blaisdell

21 Years of Experience
Herndon, VA
Broker

Brad Blaisdell is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Herndon, VA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

510 Spring Street, Suite 260, Herndon, VA, 20170

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Edward Jones
July 2014 - April 2024 · 9 yrs 9 mos
Edward JonesBroker
July 2014 - April 2024 · 9 yrs 9 mos
Prudential Financial Planning Services
July 2004 - July 2014 · 10 yrs
Pruco Securities, LLC.Broker
May 2004 - July 2014 · 10 yrs 2 mos
State Registrations26 states
AZCACOCTDCDEFLGAIAMAMDMOMTNCNHNJNYOKORPASCTXUTVAWAWI
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.