BC
BC

Bradford Creger

32 Years of Experience
Glendale, CA
BrokerSells Insurance

Bradford Creger is a registered investment advisor at Centaurus Financial, INC., based in Glendale, CA, with 32 years of industry experience. Bradford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
442 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

700 N. Central Avenue, Suite #235, Glendale, CA, 91203

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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

Bradford is involved in several business activities, including insurance sales, tax services, retirement plan administration, and financial planning. He dedicates about 10-20% of his time to Total Financial Resources Insurance Associates, Inc. for fixed insurance sales and policy servicing, and another 10-20% of his time to BFF Insurance Services, Inc. for group insurance and P&C insurance sales.

Employment History
Current Registrations
Centaurus Financial, INC.Broker
November 2019 - Present · 6 yrs 11 mos
Centaurus Financial, INC.
November 2019 - Present · 6 yrs 11 mos
Bff Wealth Management, INC.
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
LPL Financial LLC
September 2016 - December 2019 · 3 yrs 3 mos
LPL Financial LLCBroker
August 2016 - December 2019 · 3 yrs 4 mos
First Allied Advisory Services, INC.
July 2012 - September 2016 · 4 yrs 2 mos
First Allied Securities, INC.
July 2011 - July 2012 · 1 yr
First Allied Securities, INC.
June 2009 - March 2010 · 9 mos
First Allied Securities, INC.Broker
December 2007 - September 2016 · 8 yrs 9 mos
Associated Planners Investment Advisory INC
October 2001 - December 2007 · 6 yrs 2 mos
Associated Securities CORP.Broker
April 2001 - December 2007 · 6 yrs 8 mos
Alliance Advisory & Securities, INC.Broker
May 2000 - April 2001 · 11 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - May 2000 · 1 yr 11 mos
Cigna Financial Advisors,inc.Broker
November 1993 - June 1998 · 4 yrs 7 mos
State Registrations14 states
AZCACOFLIAIDNCOHOKPATNTXUTVA
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.
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