Bradley Cooke
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJul 2024 to now
- Fisher InvestmentsSep 2022 to Jul 2024
- Ameriprise Financial Services, LLCJul 2021 to Jul 2022
- Fidelity InvestmentsFeb 2021 to Jun 2021
- Jcc Advisors LLCFeb 2020 to Feb 2021
- Phoenix American HospitalityFeb 2020 to Feb 2021
- Sealy Investment Securities, LLCDec 2019 to Feb 2020
- Ptx Securities, LLCJun 2017 to Dec 2019
- Nexbank Securities, Inc.Aug 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5883032
- Firm CRD
- 6413