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Bradley Borough

16 Years of Experience
Lexington, KY
Broker

Bradley Borough is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2452 Sir Barton Way, Suite 204, Lexington, KY, 40509

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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 the owner and a financial advisor at Kinnett Borough Financial Group since 2020, dedicating about half of his time to this role. He also coaches his daughter's soccer team, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
UBS Financial Services INC.
December 2013 - June 2020 · 6 yrs 6 mos
UBS Financial Services INC.Broker
December 2013 - June 2020 · 6 yrs 6 mos
Edward Jones
September 2009 - December 2013 · 4 yrs 3 mos
Edward JonesBroker
September 2009 - December 2013 · 4 yrs 3 mos
State Registrations18 states
ALCOFLGAILINKYMAMIMOMSMTNCNEOHTNTXVA
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.