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Bradley Titus

44 Years of Experience
Pasadena, CA
1 DisclosureBroker

Bradley Titus is a registered investment advisor at Wedbush Securities INC., based in Pasadena, CA, with 44 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,048 clients with $5.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
220 advisors
Number of Clients
10,048 clients
Average Client Portfolio
$566K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K - $500K2.80%
$500K - $1.0M2.50%
$1.0M - $3.0M1.90%
$3.0M - $5.0M1.60%
$5M+1.60%

Fees for accounts over $5,000,000 are negotiable. Accounts are subject to minimum annual fees ranging from $250 to $1,000 depending on the program.

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

225 S. Lake Ave Penthouse, Pasadena, CA, 91101

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History

Regulatory History (1)
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Employment Separation After Allegations
April 1997
Other Business Activities

Bradley operates under the DBA Titus Financial Services for promotional and tax purposes. He dedicates minimal time to this activity.

Employment History
Current Registrations
Wedbush Securities INC.
April 2009 - Present · 17 yrs 6 mos
Wedbush Securities INC.
January 2009 - Present · 17 yrs 9 mos
Wedbush Securities INC.Broker
January 2009 - Present · 17 yrs 9 mos
Previous Registrations
First Wall Street CORP.Broker
June 1997 - December 2008 · 11 yrs 6 mos
Griffin Financial ServicesBroker
January 1990 - April 1997 · 7 yrs 3 mos
Gna Securities, INC.Broker
August 1987 - November 1989 · 2 yrs 3 mos
Dean Witter Reynolds INC.Broker
July 1986 - July 1987 · 1 yr
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1986 - August 1986 · 3 mos
M.L. Stern & CO. INC.Broker
May 1985 - May 1986 · 1 yr
Rauscher Pierce Refsnes, INC.Broker
November 1982 - May 1984 · 1 yr 6 mos
Otc Net IncorporatedBroker
December 1980 - June 1982 · 1 yr 6 mos
State Registrations2 states
CANV
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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