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Bradford John Combes

Virtus Financial Partners

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About Bradford John Combes

Bradford Combes is an Investment Advisor Representative associated with Virtus Financial Partners. Bradford has been in the financial services industry for over 16 years. Bradford holds the Series 6, Series 63 and Series 65 licenses and the SIE exam. Bradford has worked with Principal Securities, Inc., MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC in the past. Currently, Bradford is registered in Florida and Texas.

Firm Information

Bradford Combes is currently registered with Virtus Financial Partners. Virtus Financial Partners is a financial advisory firm based in . They specialize in providing financial planning, educational seminars, and portfolio management services for individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $77.65 million in assets and has a team of 3 licensed agents and investment advisor representatives.

$77.65M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradford Combes’s Registration & Firm History

FL

12/05/2022 - Present

Virtus Financial Partners (Winter Park FL)

FL

08/04/2017 - 12/08/2022

PRINCIPAL SECURITIES, INC. (MAITLAND FL)

FL

05/09/2012 - 08/12/2015

MML INVESTORS SERVICES, LLC (MAITLAND FL)

FL

12/07/2006 - 03/22/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)

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Licenses & Designations

IA

Issued 08/25/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bradford John Combes. Review regulatory record here.
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