BS
BS

Bradley Smith

6 Years of Experience
North Canton, OH
Broker

Bradley Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Canton, OH, with 6 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
Loading...

Location

7300 Whipple ave NW Ste 7, North Canton, OH, 44720

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 works as a wealth advisor and independent contractor for Wright LaHaie Jarvis. This takes about half of Bradley's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
Edward Jones
January 2020 - April 2022 · 2 yrs 3 mos
Edward JonesBroker
December 2019 - April 2022 · 2 yrs 4 mos
State Registrations10 states
COFLGAILMNNYOHPASCTN
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.