Bradley Dent (CRD# 6540649) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Naperville, IL and has over 8 years of experience in the finance industry. Bradley Dent has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4316392
Spc
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2010380
Forum Financial Management, LP
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Naperville, IL | Mar 2020 - Current | 4 |
| Challenger Sports Corp. | Naperville, IL | Aug 2019 - Mar 2020 | < 1 |
| Brokers Alliance, Inc. | Wheaton, IL | Jan 2019 - Mar 2020 | 1 |
| Ohio National Financial Services | Wheaton, IL | Feb 2018 - Mar 2020 | 2 |
| The Penn Mutual Life Insurance Company | Wheaton, IL | Dec 2017 - Mar 2020 | 2 |
| Twende Asset Management LLC | Wheaton, IL | Aug 2017 - Mar 2020 | 2 |
| First Student | Chicago, IL | Oct 2017 - Jul 2019 | 1 |
| Ride Sharing Services (uber & Lyft) | Chicago, IL | Jul 2017 - Dec 2017 | < 1 |
| Thrivent Financial | Appleton, WI | Apr 2016 - May 2017 | 1 |
| Thrivent Investment Management Inc. | Wheaton, IL | Nov 2015 - May 2017 | 1 |
| Thrivent Financial | Appleton, WI | Feb 2016 - Apr 2016 | < 1 |
| Travelers | Naperville, IL | Aug 2009 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
| S63 | Uniform Securities State Law Examination | May 2020 |
- IL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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