CB
CB

Christian Bradford

8 Years of Experience
O'Fallon, MO
Broker

Christian Bradford is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in O'Fallon, MO, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

110 Fallon Loop Rd, O'Fallon, MO, 63368

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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 Activities

Christian teaches fourth graders Catholicism at Immaculate Conception Catholic Church Dardenne. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2024 - Present · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - September 2024 · 1 yr 3 mos
Wells Fargo Advisors
July 2021 - September 2024 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2021 - September 2024 · 3 yrs 2 mos
Fisher Investments
May 2020 - June 2021 · 1 yr 1 mo
TD Ameritrade, INC.Broker
February 2018 - October 2019 · 1 yr 8 mos
Scottrade, INC.Broker
August 2017 - February 2018 · 6 mos
Center Street Securities, INC.Broker
April 2017 - August 2017 · 4 mos
Thrivent Investment Management INC.
April 2016 - June 2016 · 2 mos
Thrivent Investment Management INC.Broker
February 2016 - June 2016 · 4 mos
State Registrations12 states
ARFLIAILKSKYMONENVOKTNTX
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.
Christian Bradford - Financial Advisor | TrueAdvisor