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Bradley Robert Yocum

Hartford Funds

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About Bradley Robert Yocum

Bradley Yocum is a registered investment advisor representative with Hartford Funds. Bradley has been in the financial industry since 2011 and has experience working with Advisors Asset Management, Inc., M Holdings Securities, Inc., Nuveen Securities, LLC, and Cornerstone Institutional Investors. Bradley has a Series 7, Series 63, and Series 65 license, and has passed the SIE exam.

Firm Information

Bradley Yocum is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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.

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percentage of assets

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

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other

Fees related to 529 plans and model recommendations.

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Bradley Yocum’s Registration & Firm History

PA

09/08/2023 - Present

Hartford Funds (WAYNE PA)

CO

04/01/2021 - 03/08/2023

ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)

PA

03/21/2019 - 03/30/2021

M HOLDINGS SECURITIES, INC. (BETHLEHEM PA)

IL

01/13/2015 - 08/27/2018

NUVEEN SECURITIES, LLC (CHICAGO IL)

IL

03/04/2011 - 01/13/2015

ADVISORS ASSET MANAGEMENT, INC. (LISLE IL)

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Licenses & Designations

IA

Issued 02/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Robert Yocum.
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