BG
CFP · PFS
BG
CFP · PFS

Bradford Gregg

18 Years of Experience
Midlothian, VA
BrokerSells Insurance

Bradford Gregg is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 18 years of industry experience. Bradford 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

13872 Coalfield Commons Pl, Suite 104, Midlothian, VA, 23114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bradford is a partner at Commonwealth Financial Advisors, LLC, providing financial services to clients, and owns Gregg & Associates LLC, a CPA firm offering tax preparation and accounting services. He also holds an insurance license through Commonwealth of Virginia and is licensed to sell various insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
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
November 2007 - October 2019 · 11 yrs 11 mos
1st Global Capital CORP.Broker
August 2007 - October 2019 · 12 yrs 2 mos
State Registrations8 states
AZCOFLMDNCTNTXVA
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.