Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam O Bradford is an investment advisor representative with Grimes & Company, Inc. based in Westborough, MA. William has been in the industry since 2007 and has held previous roles at various firms including Cetera Advisor Networks LLC, KESTRA INVESTMENT SERVICES, LLC, Citizens Securities, Inc., Santander Securities LLC, TD Ameritrade, Inc., Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. William's primary registration is in Massachusetts and is also registered in Texas. William holds the Series 66, Series 7 and SIE exams. William specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
09/30/2024 - Present
Grimes & Company, Inc. (WESTBOROUGH MA)
MA
03/01/2023 - 03/20/2024
CETERA ADVISOR NETWORKS LLC (Boston MA)
MA
05/27/2022 - 02/28/2023
KESTRA INVESTMENT SERVICES, LLC (Boston MA)
MA
07/10/2017 - 05/31/2022
CITIZENS SECURITIES, INC. (NORWELL MA)
MA
07/17/2013 - 07/10/2017
SANTANDER SECURITIES LLC (DEDHAM MA)
MA
10/16/2009 - 02/19/2013
TD AMERITRADE, INC. (BOSTON MA)
MA
01/01/2008 - 07/22/2009
WELLS FARGO ADVISORS, LLC (NORWELL MA)
MA
11/30/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORWELL MA)
BOTH
Issued 12/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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