Unclaimed
John Paul Bridgford is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the securities industry since January 15, 1991 and is registered with the Securities and Exchange Commission (SEC) as a broker-dealer, Registered Investment Advisor (RIA) and has licenses in a number of states. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., John was employed by CIGNA SECURITIES, INC. and CENPAC SECURITIES CORP. John holds the Series 7, Series 63 and SIE licenses. The individual advisor is registered in 38 states as a broker-dealer and 2 states as an RIA. John's current practice specializes in working with high net worth individuals, corporations, pension and profit sharing plans, insurance companies, charitable organizations and state or municipal government entities. John's practice is located in Scottsdale, Arizona.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AZ
04/23/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCOTTSDALE AZ)
PA
03/27/1991 - 05/13/1992
CIGNA SECURITIES, INC. (RADNOR PA)
NA
07/23/1990 - 11/30/1990
CENPAC SECURITIES CORP.
BC
Issued 07/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Bridgford is the right advisor for you? Invested Better is here to help.