Bradley
Mickelson

Spectrum Advisors, Inc

CRD#6006594
Investment Advisor
in Addison, TX

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About this Advisor

Bradley Mickelson is a financial advisor based in Addison, Texas, working with Spectrum Advisors, Inc. Bradley has previously held positions at Fisher Investments, Barrow Hanley Global Investors, and Spectrum Advisors, Inc. Bradley is registered to provide services in Texas. Currently, Bradley is part of Spectrum Advisors, Inc, which operates out of Addison, Texas. The firm has 2 offices and 7 employees. The firm manages assets totaling $127.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Spectrum Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15301 Spectrum Drive Suite 115
Addison, TX 75001

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Spectrum Advisors, Inc Brokerage Details

Total Assets Under Management

$127,000,000

TX Average: $3,042,739,679
Total Number of Employees

7

TX Average: 49
Total Number of Accounts

240

TX Average: 2,315
Average Account Size

$529,167

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Bradley Mickelson Work History

2024 - Present (0 year)

Spectrum Advisors, Inc

2021 - Present (3 years)

Fisher Investments

2012 - 2021 (9 years)

Barrow Hanley Global Investors

Disclosures

Please visit the SEC profile of Bradley Mickelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spectrum Advisors, Inc

Bradley Mickelson
Addison, TX
David Faulkner
Addison, TX
Jon Reppert
Addison, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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