Brad is a seasoned Financial Advisor. For over 20 years he has helped many people and business owners with a broad array of financial matters. His experience gives him the insight to help his clients make well-informed financial decisions. Brad believes a well thought out financial plan is the foundation for long-term financial success.
Brad graduated from Shippensburg University in 1998 and obtained his Bachelor of Science in Business Administration in Finance with a minor in Economics. Brad started his career as a Financial Advisor with Waddell & Reed right out of school. With a strong work ethic and dedication to clients, he grew his practice and in 2000 he was promoted to District Manager of the Mechanicsburg branch. Over the next 20 years, he focused on growing a client base by providing his financial knowledge and sincerity in helping them realize their life goals and dreams.
Brad holds the Accredited Asset Management Specialist (AAMS®), the Chartered Mutual Fund Counselor (CMFC®) , the Certified Plan Fiduciary Advisor (CPFA®) designation and currently holds his Series 6, 7, 63 and 65 licenses through LPL Financial.
He is also licensed to sell annuities, life, long-term care, and disability insurance. Click here for a full list of services.
Brad has been recognized as an Crest Award recipient Award from Waddell & Reed.
During his free time, he enjoys spending time with wife, Amber, and their 3 children. He enjoys playing volleyball, exercising,
and being involved in his children’s activities.
- The Crest Award was awarded by Waddell & Reed prior to Bradley Paul's affiliation with LPL Financial and was based on total gross revenue.
(02/21)