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Bradley Wilson

27 Years of Experience
Auburn, AL
BrokerSells Insurance

Bradley Wilson is a registered investment advisor, based in Auburn, AL, with 27 years of industry experience.

Location

1224 Ogletree Village Lane, Auburn, AL, 36830

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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

Bradley is an advisory representative of an RIA, a financial professional utilizing a DBA name, and an owner in an LLC to construct an office building. He also works as an independent insurance agent for various insurance companies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2017 - Present · 9 yrs 3 mos
Cambridge Investment Research, INC.Broker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Signator Investors, INC.
May 2016 - February 2017 · 9 mos
Signator Investors, INC.Broker
May 2016 - February 2017 · 9 mos
Transamerica Financial Advisors, INC.
October 2001 - May 2016 · 14 yrs 7 mos
Transamerica Financial Advisors, INCBroker
October 1998 - May 2016 · 17 yrs 7 mos
State Registrations15 states
ALCACOFLGAKYMDNCNVSCTNTXVAWAWV
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.
Bradley Wilson - Financial Advisor | TrueAdvisor