Bradley Nuckles
Bradley Nuckles is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Roanoke, VA, with 15 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.
Fee Estimator
Location
5430 Peters Creek Road, Suite 107, Roanoke, VA, 24019
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He is also a Registered Representative/Investment Advisor Representative and coaches middle school basketball, dedicating about a quarter of his time to coaching.
Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
State Registrations4 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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