Bradley Mccaa
Bradley Mccaa is a registered investment advisor at Ameriprise Financial Services, LLC, based in Flowood, MS, with 21 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
115 Laurel Park Cove, Ste 211, Flowood, MS, 39232
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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 with Guardian, selling whole life insurance since 2010. He also serves on the board of directors as Secretary for Port Gibson Heritage Trust and Interim President for Friends of Grand Gulf Park, dedicating minimal time to each role.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Park Avenue Securities LLCBroker
Allstate Financial Services, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Scottrade, INC.Broker
Nylife Securities INC.Broker
State Registrations9 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.