BB
BB
Brian Bedford is a registered investment advisor, based in Naples, FL, with 25 years of industry experience.
Location
5801 Pelican Bay Blvd, Suite 302, Naples, FL, 34108
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2020Denied
Customer Dispute
January 2009Denied
Other Business ActivitiesSells Insurance
Brian operates his LPL business under the DBA Wealth Enhancement Group and is involved in real estate rental. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this activity, and spends minimal time on non-variable insurance sales through Ash Brokerage.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
April 2023 - Present · 3 yrs 3 mos
Wealth Enhancement Advisory Services, LLC
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
February 2023 - June 2025 · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2018 - February 2023 · 4 yrs 7 mos
Raymond James Financial Services Advisors, INC
July 2018 - February 2023 · 4 yrs 7 mos
Private Advisor Group, LLC
September 2014 - July 2018 · 3 yrs 10 mos
LPL Financial LLC
January 2013 - October 2014 · 1 yr 9 mos
LPL Financial LLCBroker
August 2012 - July 2018 · 5 yrs 11 mos
Metlife Securities INC.Broker
December 2000 - August 2012 · 11 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
December 2000 - July 2007 · 6 yrs 7 mos
State Registrations34 states
ALAZCACOCTDEFLGAIDILINKYMAMDMEMIMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWI
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.