Bradley S. Sandlin

ALLWEALTH ADVICE

Austin, TX

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CRD#: 6669425

Professional summary

Bradley Scott Sandlin, who also goes by Brad Sandlin, is a registered financial advisor currently at ALLWEALTH ADVICE located in Austin, Texas.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bradley has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Sandlin

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.

2021-Present: Uber Technologies Inc./Not Investment Related/Austin, TX/Rideshare Company/Rideshare Driver/Involves up to 30% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Scott Sandlin'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 19, 2023 - Present

ALLWEALTH ADVICE

RIA

CRD#: 323413

Austin, TX

Past

September 6, 2018 - April 15, 2021

LPL FINANCIAL LLC

CRD#: 6413

SAN ANTONIO, TX

Past

June 29, 2017 - March 8, 2023

STRATEGIC FINANCIAL CONCEPTS, LLC

RIA

CRD#: 141849

SAN ANTONIO, TX

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

Texas
(7/19/2023)

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

Series 63

Date: 9/13/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/29/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2018

General Securities Representative Examination

Current Firm

ALLWEALTH ADVICE

ALLWEALTH ADVICE | ALLWEALTH FINANCIAL SERVICES LLC

CRD#: 323413 / SEC#:

Texas

Registered Investment Advisory firm - (7/19/2023 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 222-3936

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bradley S. Sandlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Scott Sandlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLWEALTH ADVICE

LPL FINANCIAL LLC

STRATEGIC FINANCIAL CONCEPTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/13/2018

Series 65

Date: 6/29/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/6/2018

Current Firm

ALLWEALTH ADVICE

Contact information

Documents

Red Flags

Company Information

ALLWEALTH ADVICE

TRUST BUT VERIFY

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