Bradford Wankewicz
Bradford Wankewicz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bethlehem, PA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2005 City Line Rd, Fl 3, Bethlehem, PA, 18017
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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 works as an associate/employee at Fulton Bank NA and Fulton Financial Advisors, focusing on investment sales and services, taking about half of Bradford's time for each. Bradford also works as an agent for Specific Solutions selling life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations23 states
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