Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Gardner is an investment advisor representative at Boston Financial Management LLC. Bradford has been with Boston Financial Management since 2016 and has been in the industry since 1995. Bradford is registered with the state of Massachusetts as an Investment Advisor Representative. He is also a Series 65 and a Series 24 license holder. Boston Financial Management LLC specializes in providing financial planning, portfolio management for businesses and individuals. The firm manages over $4 billion in assets.
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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MA
05/09/2016 - Present
Boston Financial Management LLC (BOSTON MA)
IA
Issued 12/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/12/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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