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Bradley Scott Atherton

AIM Advisors

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About Bradley Scott Atherton

Bradley Atherton is an investment advisor representative associated with AIM Advisors. He holds a Series 7 and a Series 63 license. Bradley has been with AIM Advisors since 2002, with over 20 years of experience in the financial industry. Bradley's experience includes working at SunAmerica Securities, Lane & Company, Fahnestock & Co., Inc., and Waddell & Reed, Inc. His specialties include financial planning and portfolio management for individuals.

Firm Information

Bradley Atherton is currently registered with AIM Advisors. AIM Advisors is an investment advisor with 1 investment advisor representative and 1 person performing investment advisory functions. They manage $16,700,000 in assets for 16 clients, including 11 individual clients other than high-net-worth individuals and high-net-worth individuals. They provide financial planning and portfolio management services for individuals.

$16.70M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

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

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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.

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fixed fees

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

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percentage of assets

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

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Bradley Atherton’s Registration & Firm History

OR

12/07/2023 - Present

AIM Advisors (BEAVERTON OR)

AZ

04/06/1993 - 12/31/1995

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

UT

05/01/1991 - 04/14/1993

LANEY & COMPANY (HIGHLAND UT)

NY

01/07/1991 - 05/24/1991

FAHNESTOCK & CO., INC. (NEW YORK NY)

KS

10/23/1985 - 01/08/1991

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 10/22/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Scott Atherton.
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