Unclaimed
Bradford Douglas Houchins Jr. is a financial advisor registered with River Wealth Advisors LLC in Pennsylvania. Bradford has been in the financial services industry since 2000. He is registered with the state of Pennsylvania as an investment advisor representative (IAR) and holds the Series 6, 7 and 63 securities licenses. Bradford is also a Certified Financial Planner.
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.
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.
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2
PA
07/10/2024 - Present
River Wealth Advisors LLC (ALLENTOWN PA)
PA
09/18/2015 - 07/25/2024
FIDELITY BROKERAGE SERVICES LLC (CENTER VALLEY PA)
PA
12/08/2000 - 09/11/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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