Unclaimed
Brad Cranford is a financial advisor with over 13 years of experience in the financial industry. Brad is currently registered with Edward Jones and has been with the firm since June 2012. Prior to joining Edward Jones, Brad worked for WELLS FARGO ADVISORS, LLC in Abilene, TX. Brad is licensed to offer securities and investment advisory services in 18 states. Brad is a Series 66, Series 63, Series 7, and SIE licensed individual with a focus on financial planning, pension consulting and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
07/05/2012 - Present
Edward Jones (ABILENE TX)
TX
07/31/2009 - 06/18/2012
WELLS FARGO ADVISORS, LLC (ABILENE TX)
BOTH
Issued 10/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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