Bradford Gregg is a CFP, PFS-designated registered investment advisor, based in Midlothian, VA, with 19 years of industry experience. Bradford is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13872 Coalfield Commons Pl, Suite 104, Midlothian, VA, 23114
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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
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
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations8 states
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
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