BB
CFP · ChFC
BB
CFP · ChFC

Bradley Bofford

32 Years of Experience
Chicago, IL
BrokerSells Insurance

Bradley Bofford is a CFP, ChFC-designated registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 32 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

200 W. Madison St., Suite 2500, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley is a Managing Partner, Advisor, and President at Financial Principles, LLC, providing financial services. He also works as an adjunct professor for the CFP program at Fairleigh Dickinson University, dedicating minimal time to this role. Bradley also sells insurance as an agent since 1993.

Employment History
Current Registrations
Hightower Securities, LLCBroker
May 2018 - Present · 8 yrs
Hightower Advisors, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Securities America Advisors, INC.
October 2004 - June 2018 · 13 yrs 8 mos
Securities America, INC.Broker
September 2004 - June 2018 · 13 yrs 9 mos
International Planning Alliance, LLC
July 2003 - August 2005 · 2 yrs 1 mo
Park Avenue Securities LLC
October 2002 - October 2004 · 2 yrs
Park Avenue Securities LLCBroker
May 1999 - October 2004 · 5 yrs 5 mos
Guardian Investor Services CorporationBroker
September 1998 - May 1999 · 8 mos
W. S. Griffith & CO., INC.Broker
August 1993 - September 1998 · 5 yrs 1 mo
State Registrations15 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bradley Bofford - Financial Advisor | TrueAdvisor