Bradley Allen Davis

Secure Asset Management, L.L.C.

19 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Secure Asset Management, L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

4,714 clients

Average Client Portfolio

$189K average

Assets Under Management

$890.0M

Fee Structure

Minimum Investment:None

Location

2565 West Maple Rd, Troy, MI, 48084

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History

Regulatory History (1)

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Customer Dispute

February 2015

Award / Judgment

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Employment History

Current Registrations

Aurora SecuritiesBroker

March 2022 - Present · 3 yrs 11 mos

Secure Asset Management, L.L.C.

February 2022 - Present · 4 yrs

Previous Registrations

Heber Fuger Wendin INC

October 2019 - November 2021 · 2 yrs 1 mo

Sigma Financial CorporationBroker

June 2012 - December 2018 · 6 yrs 6 mos

Multi-Bank Securities, INC.Broker

September 2009 - June 2012 · 2 yrs 9 mos

Berthel, Fisher & Company Financial Services, INC.Broker

March 2004 - December 2008 · 4 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.