JB
CFP
JB
CFP

Julie Bradsher

19 Years of Experience
Falls Church, VA
BrokerSells Insurance

Julie Bradsher is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Falls Church, VA, with 19 years of industry experience. Julie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6402 Arlington Blvd, Suite 900, Falls Church, VA, 22042

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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

Julie provides financial services through BBG Financial Planning LLC and Bay Business Group. She also works as an agent/financial advisor for Lincoln National Life Insurance Company and sells insurance products through Avantax Insurance Agency, dedicating minimal time to these insurance-related activities.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
March 2007 - October 2019 · 12 yrs 7 mos
1st Global Capital CORP.Broker
January 2007 - October 2019 · 12 yrs 9 mos
State Registrations20 states
CACODCFLGAMAMDMEMIMNNCNJNVNYOHORPASCTXVA
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.
Julie Bradsher - Financial Advisor | TrueAdvisor