TB
TB

Timothy Bradley

7 Years of Experience
Effingham, IL
Broker

Timothy Bradley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Effingham, IL, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1201 Network Centre Dr, Effingham, IL, 62401

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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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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2021 - Present · 4 yrs 7 mos
Raymond James Financial Services Advisors, INC
December 2021 - Present · 4 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - November 2021 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - November 2021 · 5 mos
J.P. Morgan Securities LLCBroker
January 2019 - June 2021 · 2 yrs 5 mos
J.P. Morgan Securities LLC
January 2019 - June 2021 · 2 yrs 5 mos
LPL Financial LLC
July 2018 - February 2019 · 7 mos
LPL Financial LLCBroker
May 2018 - February 2019 · 9 mos
State Registrations11 states
CACOFLIAILINKYMNMOTXWI
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.
Timothy Bradley - Financial Advisor | TrueAdvisor