Bradley Ball (CRD# 2612122) is an Investment Advisor Representative working at Seaport Wealth Management in San Diego, CA and has over 28 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seaport Wealth Management | Hemet, CA | Aug 2020 - Current | 3 |
| Newbridge Securities Corporation | Ft Lauderdale, FL | Jun 2007 - Jul 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management4MILLIONS
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Total Number of Accounts26ACCOUNTS
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Average Account Value$134,615
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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