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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 William Richardson is an investment advisor representative with Fidelity Personal And Workplace Advisors. Bradford has been in the securities industry since October 2, 1993 and has been with Fidelity Personal And Workplace Advisors since October 2018. Bradford is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Bradford has a Series 66 license and is a Certified Financial Planner. Bradford specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Bradford is located in Bellevue, Washington, and serves clients in Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, and Washington.
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.
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.
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2
WA
10/23/2018 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
WA
06/04/2015 - 03/09/2018
SCOTTRADE, INC. (BELLEVUE WA)
MA
05/04/2011 - 05/26/2015
USAA FINANCIAL ADVISORS, INC. (NEEDHAM MA)
FL
09/15/2010 - 03/28/2011
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
WY
10/15/2009 - 08/18/2010
CUSO FINANCIAL SERVICES, L.P. (CHEYENNE WY)
FL
02/24/2006 - 07/07/2009
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
TX
03/31/1995 - 03/01/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/24/1992 - 03/17/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1992
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 11/15/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/24/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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