Karesse Renay Bradley
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$24.9BFirm 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 Enterprise, LLCAug 2026 to now
- Capital Group / Capital Client Group, Inc.Jan 2025 to Jul 2026
- Bok Financial / Bok Financial Securities, Inc.Aug 2024 to Dec 2024
- UnemployedSep 2023 to Aug 2024
- The Vanguard Group, Inc./vanguard Marketing Corp.Sep 2021 to Sep 2023
- Nylife Securities LLC / New York Life Insurance CompanyMar 2021 to Jul 2021
- State FarmMar 2020 to Nov 2020
- Western Governors UniversityMay 2018 to Jan 2022
- Edward JonesMay 2015 to Jan 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 6486892
- Firm CRD
- 8733