Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley Alan Williams

Lowe Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley Alan Williams

Bradley Alan Williams is an investment advisor representative at Lowe Wealth Advisors, LLC. Bradley has been with Lowe Wealth Advisors, LLC since August 2014. Prior to that, Bradley worked at Legg Mason Wood Walker, Incorporated in Baltimore, MD from March 1999 to May 2000. Bradley holds a Series 7 and Series 65 license. Bradley is registered with the state of Maryland. Bradley's areas of expertise include financial planning, pension consulting and selection of other advisers. Bradley focuses on providing services for individuals and charitable organizations.

Firm Information

Bradley Williams is currently registered with Lowe Wealth Advisors, LLC. Lowe Wealth Advisors, LLC is an independent investment advisory firm headquartered in Columbia, MD. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Lowe Wealth Advisors has approximately $403 million in regulatory assets under management. They are registered with the SEC and have 1 licensed agent and 6 investment adviser representatives.
Lowe Wealth Advisors, LLC

6230 OLD DOBBIN LANE

COLUMBIA, MD 21045

$403.50M

Assets Under Management

42

Total Clients

6

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley Williams’s Registration & Firm History

MD

09/25/2023 - Present

Lowe Wealth Advisors, LLC (COLUMBIA MD)

MD

03/31/1999 - 05/23/2000

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

Not sure if Bradley Alan Williams is right for you?

Licenses & Designations

IA

Issued 10/27/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Alan Williams.
Not sure if Bradley Alan Williams is right for you?