Bradley Palmer
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCDec 2025 to now
- Northwestern Mutual Wealth Management CompanyOct 2025 to Dec 2025
- Northwestern Mutual Investment Services LLCJul 2023 to Dec 2025
- Northwestern Mutual Life Insurance CompanyJun 2023 to Dec 2025
- UnemployedNov 2022 to Jun 2023
- Acceleration CapitalJul 2022 to Nov 2022
- San Diego State UniversityMay 2020 to Aug 2022
- Mesa CollegeMay 2018 to May 2020
- Mission Bay High SchoolMay 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7736194
- Firm CRD
- 6413