William Bradley
William Bradley is a registered investment advisor at Wells Fargo Advisors, based in Fountain Hills, AZ, with 26 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Fountain Hills, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Other Business Activities
William owns WAB Enterprises Inc., leasing a Mooney aircraft, and spends minimal time filing taxes. He also has 100% ownership of William Bradley LLC, a holding company for pension accounts, and is a silent partner in Renew Automotive Sales LLC, owning 35% and spending a few hours per week. William also owns rental property and is a trustee for St. Riate PSP.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Compak Securities, INC.Broker
Compak Asset Management
Triad Advisors, INC.Broker
Sentra Securities CorporationBroker
State Registrations12 states
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
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