Joshua Bradley
Joshua Bradley is a registered investment advisor at Integrated Advisors Network LLC, based in Dallas, TX, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
4514 Cole Ave, Suite 600, Dallas, TX, 75205
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2023Regulatory
November 2017Employment Separation After Allegations
February 2016Other 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
Previous Registrations
Hayden Royal
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Gunnallen Financial, INCBroker
First Allied Securities, INC.Broker
Edward JonesBroker
State Registrations1 state
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.