Bradley Schell is a CFP-designated registered investment advisor, based in Ashton, MD, with 17 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold.
Location
17800 New Hampshire Ave., Ashton, MD, 20861
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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.
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Bradley is the owner of Schell Financial, LLC, and an independent contractor for Wike Financial, LLC (DBA Potomac Financial Group). He dedicates minimal time to these support company roles.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations10 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.
Exams
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