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Scott Bridgford

26 Years of Experience
Rock Island, IL

Scott Bridgford is a registered investment advisor at Bridgford Wealth Advisory, LLC, based in Rock Island, IL, with 26 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
42 clients
Average Client Portfolio
$358K average
Assets Under Management
$15.0M

Fee Structure

Planning is included in investment management (also available separately)

Bridgford Wealth Advisory's wealth management fees include both investment management and financial planning services. The fees are based on the value of your portfolio and range up to 1% annually, paid quarterly in advance. The fee depends on the complexity of services, the amount you invest, and the overall relationship with Bridgford. Fees may be negotiable.

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Location

1800 3rd Ave., Suite 411, Rock Island, IL, 61201

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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 Activities

Scott owns Scott Bridgford Farms, generating contract farm income. This requires minimal time.

Employment History
Current Registrations
Bridgford Wealth Advisory, LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Cetera Advisors LLCBroker
February 2012 - November 2016 · 4 yrs 9 mos
Pacific West Securities, INC.Broker
November 2010 - February 2012 · 1 yr 3 mos
Stonefield Investment Advisory, INC.
March 2006 - November 2017 · 11 yrs 8 mos
Stonefield Investment Advisory, INC.
February 2006 - July 2011 · 5 yrs 5 mos
Cambridge Investment Research, INC.Broker
December 2005 - November 2010 · 4 yrs 11 mos
The Planning Center Advisors, INC.
March 2005 - December 2005 · 9 mos
Cambridge Investment Reserarch, INC.
September 2003 - December 2004 · 1 yr 3 mos
Cambridge Investment Research, INC.Broker
September 2003 - December 2004 · 1 yr 3 mos
Fsc Securities CorporationBroker
May 2003 - August 2003 · 3 mos
American Express Financial Advisors, INC.
February 1999 - August 2002 · 3 yrs 6 mos
American Express Financial Advisors INC.Broker
January 1999 - August 2002 · 3 yrs 7 mos
Ids Life Insurance CompanyBroker
January 1999 - August 2002 · 3 yrs 7 mos
State Registrations3 states
FLILTX
Advisor

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.
Scott Bridgford - Financial Advisor | TrueAdvisor