Bradley Thomas

Cfp® - Certified Financial Planner at Osaic

Bradley Thomas, CFP®, is a dedicated financial professional with extensive experience in wealth management and financial planning. Currently serving as a Certified Financial Planner at Osaic since November 2023, Bradley previously held the same title at FSC Securities from October 2006 to November 2023, where the focus was on personalized wealth management strategies. Prior to this role, Bradley worked as a Registered Representative at Lincoln Financial Group from May 2005 to October 2006, obtaining licenses in various financial areas and developing expertise in retirement income planning through client interaction. Bradley holds a Bachelor of Business Administration in Finance from Northwood University and has furthered education at Bryant University, along with foundational studies at DeLaSalle Collegiate.

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


Osaic

8 followers

Osaic provides the support, resources, and community designed for the future of wealth management.