CB
ChFC
CB
ChFC

Crystal Bridgforth

26 Years of Experience
Richmond, VA
Broker

Crystal Bridgforth is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 26 years of industry experience. Crystal 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
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.

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Location

1800 Bayberry Ct Ste 100, Meridian Office Building, Richmond, VA, 23226

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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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Employment History
Current Registrations
Wells Fargo Advisors
January 2015 - Present · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
RBC Capital Markets, LLC
March 2010 - February 2015 · 4 yrs 11 mos
RBC Capital Markets, LLCBroker
March 2009 - February 2015 · 5 yrs 11 mos
Ferris, Baker Watts, LLCBroker
February 2006 - March 2009 · 3 yrs 1 mo
Scott & Stringfellow, INC.Broker
July 2000 - March 2006 · 5 yrs 8 mos
State Registrations22 states
ALARCADCDEFLGAIDMAMDMEMINCNHNYOHORPATXUTVAWV
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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