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Bradley T Mc Gill

Advisor at Edward Jones — Carrollton, IL

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Carrollton, IL 62016

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Bradley Mc Gill is a financial advisor with Edward Jones in Carrollton, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Wieland Rolled Products and served in the United States Marine Corps and the Department of Defense Military Police. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Carrollton, IL

524 N Main St

Carrollton IL 62016

Advisors at this office

3

Most active in

Illinois · Texas

Work history

< 1 year of industry experience

Edward Jones

2025 - Present • 1 year

St Louis, MO

Wieland Rolled Products

2021 - 2025 • 4 years

East Alton, IL

Department of Defense (DOD) Military Police

2019 - 2021 • 2 years

Bridgeport, CA

JRP Construction

2019 - 2020 • 1 year

Yuma, AZ

Advanced Concept Construction LLC

2018 - 2019 • 1 year

Riverside, CA

Nickson Machine

2018 - 2018 • 1 year

Santa Maria, CA

Illinois Electric Works

2017 - 2018 • 1 year

Granite City, IL

United States Marine Corps

2012 - 2017 • 5 years

Yuma, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Carrie B

Series 63, Series 65

Hardin, IL

First Heartland Consultants, Inc.

Carrie Baalman is a financial advisor with First Heartland Consultants, Inc. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Baalman has been affiliated with First Heartland Capital, Inc. since 1993 and First Heartland Corporation since 1991. Outside of her advisory role, she is involved in crop management through participation in the Conservation Reserve Program. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based account management, and third-party asset management solutions, delivering advice through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Patrick H

Series 63, Series 65

Hardin, IL

LPL Financial

Patrick Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2003. Hurley is also involved in offering Medicare supplement insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Anne C

Series 66

White Hall, IL

LPL Financial

Anne Clayton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Transamerica Financial Advisors, and Equitable Advisors. Outside of advising, she is a co-owner of JACS Global Logistics LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational tools such as machine learning.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Sean N

Series 66

Carrollton, IL

LPL Financial

Sean Nelson is a financial advisor with LPL Financial in Carrollton, Illinois, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for one year before joining LPL Financial in 2015. Outside of his advisory role, he is involved in owning a bar/tavern in Batchtown, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies supported by advisor-facing tools and maintaining oversight of extensive discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Mark S

Series 63, Series 65

Carrollton, IL

LPL Financial

Mark Shade is a financial advisor with LPL Financial in Carrollton, Illinois, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. His prior work includes roles at American General Securities Incorporated, Mutual Service Corporation, and SFS Consulting. Outside of advisory activities, he is involved in farming through Shady Acres Farms. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third‑party subadvisors, and customized strategies, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Michael D

Series 66

Carrollton, IL

Edward Jones

Michael Dixon is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Asset Consulting Group for four years, EBS Recruiting/Pace Staffing for one year, and Towle & Co for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics
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