Bradley See
Bradley See is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Raytown, MO, with 44 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
9504 E 63rd St., Ste 102, Raytown, MO, 64133
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Bradley is an independent insurance agent for various insurance companies. He is also an advisory representative of a registered investment advisor (RIA) and an investment advisor representative (IAR) with Forgy Financial, LLC, dedicating nearly full-time hours to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Cambridge Investment Reserarch, INC.
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Fahnestock & CO. INC.Broker
H.J. Meyers & CO., INC.Broker
Bma Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations5 states
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.