Bradley Thomas Lott

American Independent Securities Group, LLC

28 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & Coaching

American Independent Securities Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

2,987 clients

Average Client Portfolio

$203K average

Assets Under Management

$604.9M

Fee Structure

Minimum Investment:$2.5K

Location

2150 Butterfield Dr Ste 200, Troy, MI, 48084

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

May 2016

Final

Customer Dispute

October 2011

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bradley owns Monaco Properties LLC (rental property), Lott Wealth Management LLC, and North Financial LLC, but spends no time on these activities. Bradley is also a licensed insurance agent selling life, variable annuity, and accident/health insurance, dedicating a few hours per week to this activity.