Bradley Smith
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Littleton, NC 27850-0000
Credentials
ChFC®, Series 66
Industry experience
8 years
About
Bradley Smith is a financial advisor at Edward Jones in Littleton, NC, holding the ChFC® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for the Citrus County School District and the Citrus County Sheriff's Office. He serves as a board member of the Roanoke Valley Veterans Museum in Roanoke Rapids, NC. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of nearly 24,000 financial advisors and more than 15,000 branch offices.
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
Fee options
$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)
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
2111 Eaton Ferry Road
Littleton, NC 27850-0000
Most active in
Bradley S has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Work history
Edward Jones
2017 - Present (9 years)
Citrus County School District
2012 - 2017 (5 years)
Citrus County Sheriff's Office
2005 - 2017 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Thomas T
Series 63, Series 65
Henrico, NC
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Robert M
Series 63, Series 65
Gasburg, VA
Integrity Alliance, LLC
Robert Martini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Martini Financial Services, Inc. and Madison Avenue Securities, Inc., among other firms. Outside of advisory work, he is involved in the sales and service of fixed insurance products through Martini Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing a range of portfolio management approaches and access to third-party manager programs and credit solutions.
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