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Joshua Bradley

Integrated Advisors Network LLC
19 Years of Experience
Columbia, SC
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Joshua Bradley is a registered investment advisor at Integrated Advisors Network LLC, based in Columbia, SC, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B in assets under management.

Integrated Advisors Network LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
7,612 clients
Average Client Portfolio
$726K average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.95%

Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6208 Garners Ferry Road, Suite A, Columbia, SC, 29209

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2023
Settled
Regulatory
November 2017
Final
Employment Separation After Allegations
February 2016
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joshua is an independent insurance agent since 2009, dedicating full-time hours to sales and service of fixed insurance products. He also works as a notary and is an insurance representative.

Employment History
Current Registrations
Integrated Advisors Network LLC
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Hayden Royal
March 2016 - July 2018 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - March 2016 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - March 2016 · 4 mos
Voya Financial Advisors, INC.
September 2011 - December 2015 · 4 yrs 3 mos
Voya Financial Advisors, INC.Broker
December 2008 - December 2015 · 7 yrs
Gunnallen Financial, INCBroker
March 2008 - November 2008 · 8 mos
First Allied Securities, INC.Broker
January 2007 - March 2008 · 1 yr 2 mos
Edward JonesBroker
September 2006 - December 2006 · 3 mos
State Registrations1 state
SC
Advisor

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.
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