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Terrell Wallace Bradley

LPl Financial LLC

Lawrenceville, GA

CRD 4960090

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-18
TX RA APPROVED 2025-09-17
  • GA RA
    APPROVED
    Since 2025-09-18
  • TX RA
    APPROVED
    Since 2025-09-17

Branch Locations

Lawrenceville, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 03/2010 09/2025
Suntrust Advisory Services Atlanta GA 09/2016 09/2025
Lpl Financial Llc Lawrenceville GA 09/2025 Present
  • 03/2010 → 09/2025
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 09/2025
    Suntrust Advisory Services
    Atlanta, GA
  • 09/2025 → Present
    Lpl Financial Llc
    Lawrenceville, GA
Previous Registrations
  • 2016-09-21 → 2025-09-17
    Truist Advisory Services, Inc.
    Conyers, GA
    Conyers, GA
    Loganville, GA
    Monroe, GA
    Lilbure, GA
    Madison, GA
    Lawrenceville, GA
    Grayson, GA
    Snellville, GA
    Conyers, GA
    Lithonia, GA
    Decatur, GA
    Decatur, GA
    Covington, GA
    Liburn, GA
    Eatonton, GA
    Snellville, GA
    Snellville, GA
    Alpharetta, GA
    Lawrenceville, GA
    Lawrenceville, GA
    Snellville, GA
    Lilburn, GA
  • 2010-07-13 → 2016-12-31
    Truist Investment Services, Inc.
    Lithonia, GA
    Decatur, GA
    Decatur, GA
    Loganville, GA
    Grayson, GA
    Lilburn, GA
    Snellville, GA
    Atlanta, GA
    Conyers, GA
    Conyers, GA
    Conyers, GA
    Conyers, GA
    Snellville, GA
    Loganville, GA
    Lawrenceville, GA
    Lawrenceville, GA
    Lithonia, GA
    Decatur, GA
    Atlanta, GA
    Decatur, GA
    Decatur, GA
    Lithonia, GA
    Snellville, GA
    Monroe, GA
    Lilburn, GA
    Snellville, GA
    Madison, GA
    Lawrenceville, GA
    Grayson, GA
    Snellville, GA
    Conyers, GA
    Lithonia, GA
    Decatur, GA
    Decatur, GA
    Lilburn, GA
    Eatonton, GA
    Snellville, GA
    Covington, GA
    Milledgeville, GA
    Madison, GA
    Eatonton, GA
    Lilburn, GA
    Lawrenceville, GA
    Lawrenceville, GA
    Snellville, GA
    Alpharetta, GA
    Lilburn, GA
    Grayson, GA
    Alpharetta, GA
    Alpharetta, GA
    Atlanta, GA
    Lawrenceville, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-25
S63 Uniform Securities Agent State Law Examination 2005-10-13
  • S65 Uniform Investment Adviser Law Examination
    2010-06-25
  • S63 Uniform Securities Agent State Law Examination
    2005-10-13
Other Names
  • Wally Bradley
  • T. Wallace Bradley
  • Wallace Bradley

View on SEC IAPD

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