Bradley Terry
Professional Summary
Bradley Terry, who also goes by Brad Terry, Bradley Gordon Terry, was a registered financial advisor. Bradley was a previously registered financial professional and started their career in finance 1998 - 2022. Bradley had worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bradley Terry, Brad Terry, Bradley Gordon Terry
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
28 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
SPEARHEAD CAPITAL ADVISORS, LLC | WMA INCOME ADVISORS, LLC | STRATEGIC INTERNATIONAL RESOURCES LLC
Contact Information
Main Address
12012 South Shore Blvd Suite 112, Wellington, FL 33414Phone Number
(561) 801-7302# of Employees
27Documents
Regulatory Assets Under Management
Total Number of Accounts
567AUM (Assets Under Management)
$1,893,012,408Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1998About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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