Unclaimed
Bradley Williams is a financial advisor with over 10 years of experience in the industry. He is currently registered with IFG Advisory, LLC, an independent investment advisor firm. Bradley holds the Series 66, Series 7, and SIE securities licenses and is registered to provide investment advice in several states including South Carolina, North Carolina, Georgia, Ohio, Virginia, Florida, and Washington. Bradley previously held positions at Wells Fargo Clearing Services, LLC and BB&T Investment Services, Inc. Bradley is dedicated to providing personalized financial advice to individuals, families, and businesses. He offers a range of services, including financial planning, retirement planning, investment management, and insurance planning. Bradley is committed to helping clients achieve their financial goals and live secure, fulfilling lives.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
01/11/2024 - Present
IFG Advisory, LLC (Greer SC)
SC
04/01/2015 - 02/08/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
SC
12/23/2011 - 10/30/2014
BB&T INVESTMENT SERVICES, INC. (PAWLEY'S ISLAND SC)
BOTH
Issued 01/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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