Unclaimed Profile

Bradley Scott Bickham

SARGENT BICKHAM LAGUDIS, LLC·BOULDER, Colorado

Series 3, Series 7, Series 63, Series 65Clean record27 years registeredSARGENT BICKHAM LAGUDIS, LLC

4840 PEARL EAST CIRCLE, BOULDER, CO 80301CRD# 1342965Firm CRD# 113216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Scott Bickham · BOULDER, CO

Registration

CRD #1342965 · SARGENT BICKHAM LAGUDIS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SARGENT BICKHAM LAGUDIS, LLC

LIDO

Mar 2024 – Sep 2024

Boulder, CO

COLORADO FINANCIAL MANAGEMENT LLC

Jan 1999 – Mar 2024

BOULDER, CO

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SARGENT BICKHAM LAGUDIS, LLC

CRD 113216 · SEC 801-56204

AUM

$2.0B

Regulatory assets under management

Employees

2,985 client accounts

Services offered by SARGENT BICKHAM LAGUDIS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SARGENT BICKHAM LAGUDIS, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Scott Bickham offer?

Bradley Scott Bickham specializes in Financial Planning, Investment Management, Wealth Management.

What are Bradley Scott Bickham's credentials?

Bradley Scott Bickham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Scott Bickham located?

Bradley Scott Bickham is based in BOULDER, Colorado, last registered with SARGENT BICKHAM LAGUDIS, LLC.

How does Bradley Scott Bickham charge for services?

Bradley Scott Bickham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SARGENT BICKHAM LAGUDIS, LLC?

SARGENT BICKHAM LAGUDIS, LLC has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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