LPL Financial
43yrs
Top 1% by experience in South Jordan
45yrs
Bradley Jay Allen
Financial advisor at LPL Financial
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor by experience in South Jordan
Office406 W South Jordan Parkway #200, South Jordan, UT 84095
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2017 – nowLPL Financial LLCCurrent firm
- 2013 – 2017Waddell & ReedPreviously
Questions to ask Bradley
Tailored to Bradley’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bradley
How do I contact Bradley?
Call LPL Financial at 704-733-3300 and ask for Bradley Jay Allen. Bradley works from the South Jordan, UT office.
How long has Bradley been a financial advisor?
Bradley has been in the industry since 1981, about 45 years. Top advisor by experience in South Jordan.
What licenses does Bradley hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bradley a fiduciary?
Bradley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bradley paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bradley for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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