Bradley Wyatt Hall

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1994 → 07/2021
  Waddell & Reed, Inc.
  Southlake, TX
• 05/1996 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Southlake, TX
• 07/2021 → Present
  Lpl Financial Llc
  Southlake, TX

Previous Registrations

• 1996-04-22 → 2021-07-21
  Waddell & Reed
  Colleyville, TX
  Edmond, OK
  Southlake, TX

Other Businesses

1- 7/2021 / BRADLEY HALL / Non-Variable Insurance / Investment Related / SOUTHLAKE, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-08
• S63 Uniform Securities Agent State Law Examination
  1994-12-07

Designations

• Certified Financial Planner

Other Names

• Brad Hall