Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradford? Claim Your ProfileBradford Williams is a financial advisor with over 20 years of experience in the financial services industry. Bradford is currently registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc.. Bradford is also a registered investment advisor in Utah. Bradford's areas of specialization include financial planning, investment management, and insurance. Bradford is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
06/17/2013 - Present
Berthel, Fisher & Co. Financial Services, Inc. (Midvale UT)
UT
07/05/2012 - 06/11/2013
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
UT
04/29/2010 - 03/14/2012
KCG SECURITIES, LLC (DRAPER UT)
UT
07/27/2005 - 06/11/2009
GENEOS WEALTH MANAGEMENT, INC. (DRAPER UT)
OR
09/29/2004 - 07/21/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IN
03/01/2001 - 09/02/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/01/2001 - 09/02/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
11/01/2000 - 02/08/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
BOTH
Issued 01/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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