Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Bruce Williams is a financial advisor with over 40 years of experience in the industry. Bradley currently works at Calton & Associates, Inc. based in Marble Falls, TX. Bradley is registered in California, Missouri, and Texas. Bradley has held past positions at Choice Investments, Inc., Lynx Capital, LLC, Keystone Capital Corporation, SMH Capital Inc., Great Lakes Capital Partners Ltd., Pension Fund Evaluations, Inc., Meridian Clearing Corp., Kensington Financial, Inc., PSI Securities Corporation, Lloyd M. Ebert & Associates, Park Place Equities Corporation, Sutro & Co. Incorporated, Dean Witter Reynolds Inc. and Dean Witter & Co. Incorporated.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
04/02/2012 - Present
Calton & Associates, Inc. (Marble Falls TX)
TX
04/20/2011 - 04/12/2012
CHOICE INVESTMENTS, INC. (AUSTIN TX)
CA
02/02/2010 - 04/09/2011
LYNX CAPITAL, LLC (DANVILLE CA)
CA
04/27/2009 - 12/22/2009
KEYSTONE CAPITAL CORPORATION (DANVILLE CA)
TX
02/09/2007 - 04/15/2009
SMH CAPITAL INC. (HOUSTON TX)
OH
07/25/2005 - 12/14/2006
GREAT LAKES CAPITAL PARTNERS LTD. (WESTLAKE OH)
NY
03/12/2004 - 06/24/2005
PENSION FUND EVALUATIONS, INC. (CENTEREACH NY)
CO
10/22/1991 - 09/03/2003
MERIDIAN CLEARING CORP. (GREENWOOD VILLAGE CO)
NA
05/29/1991 - 10/22/1991
KENSINGTON FINANCIAL, INC.
CA
05/27/1987 - 04/10/1991
PSI SECURITIES CORPORATION (GLENDALE CA)
NA
08/04/1986 - 05/20/1987
LLOYD M. EBERT & ASSOCIATES
NA
12/04/1985 - 03/31/1986
PARK PLACE EQUITIES CORPORATION
NA
04/04/1983 - 10/04/1985
SUTRO & CO. INCORPORATED
NA
02/24/1978 - 04/18/1983
DEAN WITTER REYNOLDS INC.
NA
10/22/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
IA
Issued 03/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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