Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Kimball is a financial advisor with over 30 years of experience in the industry. Bradford is currently registered with Capitol Securities Management, Inc. and has previously held positions with Titus Rockefeller, LLC, RBC Capital Markets, LLC, and Purshe Kaplan Sterling Investments. Bradford is licensed to provide financial advice in multiple states, including Florida, Massachusetts and Virginia. Bradford holds multiple licenses, including Series 7, 9, 10, 24, 31, 63, 65, 99TO, and SIE. Bradford's areas of expertise include financial planning, pension consulting, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MA
01/08/2020 - Present
Capitol Securities Management, Inc. (Boston MA)
CT
07/05/2018 - 07/05/2019
TITUS ROCKEFELLER, LLC (WESTPORT CT)
MA
05/24/2016 - 07/25/2016
RBC CAPITAL MARKETS, LLC (DANVERS MA)
MA
12/21/2009 - 05/24/2016
PURSHE KAPLAN STERLING INVESTMENTS (MANCHESTER BY THE SEA MA)
MA
02/29/2008 - 12/23/2009
DETWILER FENTON & CO. (BOSTON MA)
MA
04/02/2007 - 03/03/2008
MORGAN STANLEY & CO., INCORPORATED (MANCHESTER BY THE SEA MA)
MA
09/24/1990 - 04/02/2007
MORGAN STANLEY DW INC. (MANCHESTER BY THE SEA MA)
MO
05/21/1987 - 09/24/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
09/26/1986 - 04/13/1987
EQUICO SECURITIES, INC.
NA
09/26/1986 - 04/03/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 01/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/26/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bradford Kimball is the right advisor for you? Invested Better is here to help.
