Bradford Brinkley
Bradford Brinkley is a registered investment advisor at Bankers Life Advisory Services, INC., based in Charlotte, NC, with 6 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
10706 Sikes Place Ste 300, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (1)
Criminal
April 2004Other Business ActivitiesSells Insurance
Bradford is an insurance agent for Bankers Life and Casualty Company, appointed with KFA to sell Medicare Supplement, annuity, equity indexed annuity, life insurance, health, and LTC products. This is a full-time commitment, with 120 hours per month dedicated to securities trading.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
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.
Exams
More Advisors
- Eric Dade, ChFCBankers Life Advisory Services, INC.
- William Baylog, ChFCBankers Life Advisory Services, INC.
- Michael Porter, CFPBankers Life Advisory Services, INC.
- Brian GuildBankers Life Advisory Services, INC.
- Charles Bevan, CFPCharles Schwab & CO., INC.
- Chad Wilfong, CFPWells Fargo Advisors