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Bradley Mcintyre

21 Years of Experience
Joplin, MO
Broker

Bradley Mcintyre is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Joplin, MO, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

420 South Main Street, Joplin, MO, 64801

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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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Other Business Activities

Bradley is involved with several community organizations, including Joplin Parks and Recreation, Connect2culture, Bramar Recreation Association, and the Children's Center Board. These activities involve advising, promoting the arts, organizing meetings, and discussing issues related to domestic abuse, and require minimal time commitment.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
August 2022 - Present · 3 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Edward Jones
February 2019 - August 2022 · 3 yrs 6 mos
Edward JonesBroker
January 2005 - August 2022 · 17 yrs 7 mos
State Registrations16 states
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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.