BD
BD

Bradley Scott Doy

30 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

1605 West Colonial Parkway, Inverness, IL, 60067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bradley is a property manager for BDJV Properties LLC, spending minimal time on it. He also works nearly full-time for VestGen Advisors, LLC, a registered investment advisor.

Employment History
Current Registrations
Private Client Services, LLCBroker
December 2024 - Present · 1 yr 2 mos
Vestgen Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
LPL Financial LLC
November 2019 - December 2024 · 5 yrs 1 mo
LPL Financial LLCBroker
November 2019 - December 2024 · 5 yrs 1 mo
Efg Advisors, LLC
May 2013 - March 2014 · 10 mos
Valmark Advisers, INC.
July 2012 - November 2019 · 7 yrs 4 mos
Valmark Securities, INC.Broker
July 2012 - November 2019 · 7 yrs 4 mos
Woodbury Financial Services, INC.
May 2006 - July 2012 · 6 yrs 2 mos
Woodbury Financial Services, INC.Broker
February 2006 - July 2012 · 6 yrs 5 mos
Allstate Financial Services, LLCBroker
April 2003 - February 2006 · 2 yrs 10 mos
Scudder Distributors, INC.Broker
August 1995 - April 2003 · 7 yrs 8 mos
State Registrations25 states
ARAZCACODEFLGAILINKYMAMEMIMNMONCNHOHPASCTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.