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Bradley Wayne Witham

First Command Advisory Services

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About Bradley Wayne Witham

Bradley Witham is a financial advisor with First Command Advisory Services. Bradley has been in the financial services industry for over 11 years and is licensed to provide investment advice in Georgia and Texas. Bradley's firm, First Command Advisory Services, is headquartered in Fort Worth, TX and has a branch office in Richmond Hill, GA. They are a financial services firm that provides financial planning, investment management, and insurance products and services to individuals and families, primarily serving military personnel and their families. First Command Advisory Services manages more than $22 billion in assets and has over 110,000 clients. Bradley is a veteran of the United States Marine Corps and holds both Series 6 and Series 63 licenses. He has extensive experience in providing financial advice to individuals and families and is committed to helping clients achieve their financial goals.

Firm Information

Bradley Witham is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

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 Witham’s Registration & Firm History

GA

08/09/2022 - Present

First Command Advisory Services (Richmond Hill GA)

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Licenses & Designations

IA

Issued 03/30/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Wayne Witham.
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