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Bradford Link

16 Years of Experience
St. Louis, MO
6 DisclosuresBroker

Bradford Link is a registered investment advisor at Edward Jones, based in St. Louis, MO, with 16 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

12555 Manchester Road, St. Louis, MO, 63131

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2019
Final
Financial
November 2019
Final
Financial
November 2019
Final
Criminal
December 2005
Final Disposition
Criminal
January 2005
Final Disposition
Criminal
December 2004
Final Disposition
Employment History
Current Registrations
Edward Jones
May 2020 - Present · 6 yrs
Edward Jones
March 2020 - Present · 6 yrs 2 mos
Edward JonesBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2009 - January 2010 · 2 mos
World Choice Securities, INC.Broker
November 2006 - June 2007 · 7 mos
Intercarolina Financial Services, INC.Broker
October 2003 - December 2004 · 1 yr 2 mos
Wachovia Securities, INC.Broker
June 2002 - May 2003 · 11 mos
Wachovia Securities, INC.Broker
May 2000 - June 2002 · 2 yrs 1 mo
First Union Securities, INC.Broker
October 1999 - May 2000 · 7 mos
First Union Capital Markets CORP.Broker
December 1994 - October 1999 · 4 yrs 10 mos
State Registrations51 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.
Bradford Link - Financial Advisor | TrueAdvisor