Dane Bradford
Dane Bradford is a registered investment advisor at Cetera Investment Advisers LLC, based in Athens, TN, with 19 years of industry experience. Dane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Athens, TN
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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
Dane sells fixed insurance products, including life, disability, annuities, and long-term care, dedicating a few hours per week. He also owns AYA Wealth, LLC and is the founder of EIRA Financial, LLC, both providing financial and insurance services, taking nearly full-time hours combined.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations16 states
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