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Bradley Yochum

8 Years of Experience
Broker

Bradley Yochum is a registered investment advisor at Cnl Educational Institute, LLC, based in Orlando, FL, with 8 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
4 advisors
IM Fee
Planning only
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Location

450 S. Orange Ave., Suite 1400, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Bradley is the CCO for CNL Educational Institute, LLC, and a sole proprietor of Fundamental Counsel, PLLC, providing general legal services. He also serves as a Director for Aboretum, a non-investment related organization, dedicating minimal time to it.

Employment History
Current Registrations
Cnl Educational Institute, LLC
July 2019 - Present · 6 yrs 9 mos
Cnl Securities CORP.
August 2018 - Present · 7 yrs 8 mos
Cnl Securities CORP.Broker
August 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cnl Securities CORP.Broker
January 2016 - August 2016 · 7 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.