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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Hardy is a financial advisor registered with Capital Advisors, Inc.. Bradford is a Certified Financial Planner and has been in the industry since 2011. Bradford has worked for several firms in the past including Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, LLC, TD Ameritrade, Inc., Scottrade, Inc. and PFS Investments Inc.. Bradford holds licenses for Series 63, 66, 7, 9 and 10. Capital Advisors, Inc. provides financial planning, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. The firm has over 5.5 billion in assets under management and works with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, investment companies, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
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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TX
08/30/2024 - Present
Capital Advisors, Inc. (SAN ANTONIO TX)
TX
11/06/2020 - 08/09/2024
FIDELITY BROKERAGE SERVICES LLC (SAN ANTONIO TX)
TX
11/27/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN ANTONIO TX)
TX
02/26/2018 - 11/06/2018
TD AMERITRADE, INC. (SAN ANTONIO TX)
TX
08/19/2014 - 02/26/2018
SCOTTRADE, INC. (SAN ANTONIO TX)
TX
07/01/2014 - 08/21/2014
PFS INVESTMENTS INC. (SAN ANTONIO TX)
TX
11/15/2011 - 07/10/2012
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 02/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/02/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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