Bradley Roethlisberger (CRD# 6539886) is an Investment Advisor Representative working at Avantax Advisory Services in Rogers, AR and has over 8 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Rogers, AR | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Rogers, AZ | Oct 2019 - Current | 4 |
| Landmark Cpa, Plc | Rogers, AR | Oct 2018 - Current | 5 |
| 1st Global Capital Corp. | Rogers, AR | Jan 2016 - Oct 2019 | 3 |
| 1st Global Advisors, Inc. | Rogers, AR | Jan 2016 - Oct 2019 | 3 |
| Beall Barclay & Company | Rogers, AR | Sep 1995 - Oct 2018 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- AR
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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