BG
CFP
BG
CFP

Bradley Thomas Goss

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
806 clients
Average Client Portfolio
$162K average
Assets Under Management
$130.7M

Fee Structure

Minimum Investment:$200K
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Location

203 N Commerce Ave, Russellville, AR, 72801

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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 ActivitiesSells Insurance

Bradley works as an insurance agent selling disability and life products. This activity requires minimal time.

Employment History
Current Registrations
Trutoro
April 2016 - Present · 9 yrs 10 mos
Trutoro
April 2016 - Present · 9 yrs 10 mos
TrutoroBroker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Lifemark Securities CORP.
March 2016 - April 2016 · 1 mo
Lifemark Securities CORP.Broker
November 2014 - April 2016 · 1 yr 5 mos
State Registrations1 state
AR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.