BC
CFP
BC
CFP

Bradly Clark

9 Years of Experience
Mckinney, TX
BrokerSells Insurance

Bradly Clark is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mckinney, TX, with 9 years of industry experience. Bradly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8951 Collin Mckinney Pkwy, Unit 101, Mckinney, TX, 75070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bradly works as a registered assistant at Legacy Financial Advisors, assisting with annuity and fee-based business. This takes a full-time commitment, with most of the hours during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
April 2020 - June 2023 · 3 yrs 2 mos
Aig Capital Services, INC.Broker
August 2018 - March 2020 · 1 yr 7 mos
VALIC Financial Advisors, INC.
June 2017 - September 2018 · 1 yr 3 mos
VALIC Financial Advisors, INC.Broker
October 2016 - September 2018 · 1 yr 11 mos
State Registrations13 states
CACOFLILLAMINEOKORTNTXVAWA
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.