Bradley Lakner
Bradley Lakner is a registered investment advisor at Sunbelt Securities, based in Houston, TX, with 25 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,355 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).
Location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2024Employment Separation After Allegations
July 2010Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Bradley is a financial advisor/registered representative under Sunbelt Securities Inc. through Lakner Wealth Management, dedicating full-time hours to this role. Additionally, he owns rental property, sells fixed annuities and life insurance through Western Catholic Union on an as-needed basis, and refers customers to Melaleuca Inc.
Employment History
Current Registrations
Sunbelt Securities
Sunbelt Securities, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.