Bradley Davis
Bradley Davis is a registered investment advisor at LPL Financial LLC, based in Le Sueur, MN, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
108 N Main St, Le Sueur, MN, 56058-1803
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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 operates under the DBA KMF Advisors for his LPL business and owns rental real estate. He is also an insurance agent selling non-variable insurance, and a co-owner of Law Tax and Financial Services, dedicating minimal time to the real estate and a few hours per week to the other two. Finally, Bradley is associated with KMF Insurance Agency.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Focus Financial
Royal Alliance Associates, INC.Broker
Invest Financial CorporationBroker
Invest Financial Corporation
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations30 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.