Bradley Joseph Davis
Investment adviser representative at Linden Thomas Advisory Services, LLC
19 yearsExperience
2 statesRegistered in
$1.8BFirm assets
9 yearsFirm in business
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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
- Pension consulting
Experience
19 years in the industry.
- Linden Thomas Advisory Services, LLCDec 2022 to now
- Linden Thomas and Company Securities, LLCDec 2022 to now
- Cogent Advisory Group, LLC (dba: Cogent Financial)Nov 2018 to Jun 2019
- Intrua FinancialOct 2017 to Jun 2019
- LPL Financial, LLCJun 2017 to Dec 2022
- StudentSep 2007 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Linden Thomas Advisory Services, LLC
$1.8BAssets managed
1,366Clients
7Advisers
9 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
- 6491230
- Firm CRD
- 288557