PB
PB
Philip Bradshaw
19 Years of Experience
San Diego, CA
1 DisclosureBroker
Philip Bradshaw is a registered investment advisor at Raymond James & Associates, INC., based in San Diego, CA, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
13500 Evening Creek Dr N, Suite 100, San Diego, CA, 92128
Get directionsHistory
Regulatory History (1)
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Criminal
August 2000Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - November 2022 · 16 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2006 - November 2022 · 16 yrs 4 mos
State Registrations28 states
AZCACOCTDCFLGAIAINKSMAMDMIMSNCNENJNVNYOHORPATNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.