Bradley Senita (CRD# 4687944) is an Investment Advisor Representative working at Royal Oak Financial Group in Worthington, OH and has over 15 years of experience in the finance industry.
CRD# 5590975
Concordia Wealth Planning, LLC
CRD# 706698
Independent Financial Partners
CRD# 2716981
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Oak Financial Group | Worthington, OH | Jan 2022 - Current | 2 |
Royal Oak Financial Group | Worthington, OH | Jan 2017 - Current | 7 |
Cambridge Investment Research Inc. | Fairfield, IA | Sep 2012 - Current | 11 |
Cambridge Investment Research Advisors Inc. | Fairfield, IA | Sep 2012 - Current | 11 |
Greenstone Wealth Management | Gahanna, OH | Sep 2012 - Jan 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
S65 | NASAA Investment Advisors Law Examination | May 2022 |
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- FL
- OH
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Total Assets Under Management171MILLIONS
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Total Number of Accounts265ACCOUNTS
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Average Account Value$645,283
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, OH
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