Kevin Bradley
Kevin Bradley is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rockville, MD, with 27 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
416 Hungerford Dr., Ste. 3333, Rockville, MD, 20850
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is involved in several outside business activities, including treasurer/BOD member for Rockville Parks and Recreation, owner of Bradley Wealth Management (a full-time accounting practice), and a partner at Bourne, Painter, & Bradley, PC and Norberg, Davis, Bourne, & Painter, LLP. He is also an insurance agent for Avantax, selling life and disability insurance, and an agent for FIA/EIA through Avantax, dedicating minimal time to these insurance activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations12 states
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