Bradley Pickrell is a registered investment advisor at First Kentucky Securities CORP, based in Lexington, KY, with 22 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,530 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FKSC offers investment management through its Advisory Fee Program (Non-Wrap). Clients pay an annual fee of up to 1.00% of the assets managed. For households with over $1 million in assets, the total fee is capped. Fees are billed quarterly in advance. One IAR team offers the FKSC non-wrap program and that all other client accounts are managed on a wrap basis. FKSC may also charge performance-based fees to qualified clients.
Location
1500 Leestown Road, Suite 330, Lexington, KY, 40511
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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.
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Bradley is involved in commercial real estate investing through Fund4me LLC and FundHigh5 LLC, which both invest in Viking Partners LLC. He also serves on the Board of Directors for Lexington Club and is involved with Shepherds House Non Profit Substance abuse and recovery.
Employment History
Current Registrations
First Kentucky Securities CORP
First Kentucky Securities CorporationBroker
Previous Registrations
Ross, Sinclaire & Associates, LLCBroker
Ross, Sinclaire & Associates, LLC
First Kentucky Securities CorporationBroker
First Kentucky Securities CORP
Ross, Sinclaire & Associates, LLC
Ross, Sinclaire & Associates, LLCBroker
Ross, Sinclaire & Associates, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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