Bradford Williams
Bradford Williams is a registered investment advisor at Bfc Planning, INC., based in Cottonwood Heights, UT, with 25 years of industry experience. Bradford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.
Fee Estimator
Location
6925 Union Park Center, Suite 550, Cottonwood Heights, UT, 84047
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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
Bradford is an agent providing fixed indexed annuity and variable insurance services since 2013. He also owns White Pine Asset Management, which provides investment and insurance services, dedicating a few hours per week to it.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Contango Capital Advisors, INC.
Zions Direct, INC.Broker
Kcg Securities, LLCBroker
Knox Capital Advisors, LLC
Geneos Wealth Management, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Ffp Securities, INC.Broker
State Registrations9 states
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
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