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Bradley Kirchner

Wells Fargo Advisors
27 Years of Experience
Clearwater, FL
2 DisclosuresBroker
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Bradley Kirchner is a registered investment advisor at Wells Fargo Advisors, based in Clearwater, FL, with 27 years of industry experience. Bradley 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

28100 Us 19 North, Ste 500, Clearwater, FL, 33761

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History

Regulatory History (2)
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.
Investigation
June 2008
Customer Dispute
January 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
December 2022 - Present · 3 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Synovus Securities, INC.
October 2016 - November 2022 · 6 yrs 1 mo
Synovus Securities, INC.Broker
October 2016 - November 2022 · 6 yrs 1 mo
Fifth Third Securities, INC.
August 2005 - October 2016 · 11 yrs 2 mos
Fifth Third Securities, INC.Broker
August 2005 - October 2016 · 11 yrs 2 mos
Franklin/templeton Distributors, INC.Broker
August 2004 - July 2005 · 11 mos
Amsouth Investment Management Company LLC
July 2003 - March 2004 · 8 mos
Amsouth Investment Services, INC.Broker
April 2003 - February 2004 · 10 mos
Amsouth Investment Services, INC.
March 2003 - July 2003 · 4 mos
Suntrust Securities, INC.
July 2000 - October 2002 · 2 yrs 3 mos
Suntrust Securities, INC.Broker
July 2000 - October 2002 · 2 yrs 3 mos
Provident Securities & Investment CompanyBroker
September 1997 - July 1999 · 1 yr 10 mos
State Registrations16 states
FLGAILMDMIMONCNHNMNYOHORPATXVTWI
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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