Bradley D. Loper

DOUGLASBRADLEY LLC

ROCKVILLE, MD

Some features on this profile are disabled

CRD#: 4480842

Professional summary

Bradley David Loper, who also goes by Bradley David Loper, is a registered financial advisor currently at DOUGLASBRADLEY LLC located in Rockville, Maryland.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bradley has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley David Loper

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley David Loper's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2005 - Present

DOUGLASBRADLEY LLC

RIA

CRD#: 119007

ROCKVILLE, MD

Past

March 15, 2002 - July 5, 2005

AFC ASSET MANAGEMENT SERVICES, INC.

RIA

CRD#: 115737

GAITHERSBURG, MD

Past

December 20, 2001 - July 8, 2005

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(7/1/2005)

IAR

Virginia
(8/17/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/6/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/19/2001

General Securities Representative Examination

Current Firm

DOUGLASBRADLEY LLC

DOUGLASBRADLEY LLC | ROBINSON FINANCIAL ADVISORY LLC | ROBINSON FIANACIAL ADVISORY LLC

CRD#: 119007 / SEC#:

Maryland

Registered Investment Advisory firm - (4/9/2002 Approved)

Virginia

Registered Investment Advisory firm - (8/16/2005 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Bel Air, MD

Mailing Address

Phone number

(443) 451-1884

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 75,000,000

Red Flags

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley D. Loper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley David Loper's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOUGLASBRADLEY LLC

AFC ASSET MANAGEMENT SERVICES, INC.

CETERA WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2002

Series 7

Date: 12/19/2001

Current Firm

DOUGLASBRADLEY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DOUGLASBRADLEY LLC

TRUST BUT VERIFY

Similar Advisors