BD
BD

Bradley Joseph Davis

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,590 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$400K
Loading...

Location

516 North Tryon Street, Suite 200, Charlotte, NC, 28202

Get directions

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.

Learn about disclosures →
Other Business Activities

Bradley is an officer and board of directors member at LC Eldridge Sales Co., an industrial ventilation and acoustic control company, since April 2024. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Linden Thomas Advisory Services, LLC
December 2022 - Present · 3 yrs 2 mos
Linden Thomas and Company Securities, LLCBroker
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
LPL Financial LLC
July 2019 - December 2022 · 3 yrs 5 mos
Intrua Financial
March 2018 - June 2019 · 1 yr 3 mos
LPL Financial LLCBroker
November 2017 - December 2022 · 5 yrs 1 mo
State Registrations2 states
NCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.