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Bradley Davis

Linden Thomas Advisory Services, LLC
8 Years of Experience
Charlotte, NC
Broker
View SEC Summary
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Bradley Davis is a registered investment advisor at Linden Thomas Advisory Services, LLC, based in Charlotte, NC, with 8 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,366 clients with $1.8B in assets under management.

Linden Thomas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,366 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Fees range from 0.0% to 1.6% annually depending on the specific investment program chosen and are negotiated prior to the engagement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

516 North Tryon Street, Charlotte, NC, 28202

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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 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 10 mos
Linden Thomas and Company Securities, LLCBroker
December 2022 - Present · 3 yrs 10 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

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.
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