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Bradley Williams

16 Years of Experience
Radnor, PA
BrokerSells Insurance

Bradley Williams is a registered investment advisor, based in Radnor, PA, with 16 years of industry experience.

Location

201 King of Prussia Road, Suite 340, Radnor, PA, 19087

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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 ActivitiesSells Insurance

Bradley is an insurance agent selling life, disability, health, annuities, and long-term care products, dedicating a few hours per week to this activity. He also serves as President of the Old Grad Award Foundation, a scholarship foundation, spending minimal time on this role.

Employment History
Current Registrations
Mafg RIA Services, INC.Broker
July 2016 - Present · 9 yrs 10 mos
Bc Advisors, LLC
July 2016 - Present · 9 yrs 10 mos
Mafg RIA Services, INC.
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
January 2015 - April 2016 · 1 yr 3 mos
Cetera Advisors LLCBroker
January 2015 - April 2016 · 1 yr 3 mos
Sei Investments Distribution CO.Broker
March 2011 - January 2015 · 3 yrs 10 mos
Sei Investments Management CORP
March 2011 - January 2015 · 3 yrs 10 mos
Raymond James Financial Services Advisors, INC
January 2009 - April 2009 · 3 mos
Raymond James Financial Services
September 2008 - January 2009 · 4 mos
Raymond James Financial Services, INC.Broker
June 2008 - April 2009 · 10 mos
Primevest Financial Services, INC.Broker
March 2008 - June 2008 · 3 mos
Oppenheimer & CO. INC.Broker
February 2007 - August 2007 · 6 mos
State Registrations1 state
PA
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.