Bradley Senita
Bradley Senita is a registered investment advisor at Royal Oak Financial Group, based in Worthington, OH, with 9 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 399 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Royal Oak Financial Group charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 2.00% of your portfolio. The exact fee is negotiable and depends on the complexity of your financial situation.
Location
5858 High Street, Worthington, OH, 43085
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Bradley is an independent insurance agent for various independent insurance companies. This activity is insurance-related.
Employment History
Current Registrations
Royal Oak Financial Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wrp Investments, INC.
H. Beck, INC.
State Registrations2 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.