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Bradley Wilcox

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
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Location

Lancaster, PA

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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

Bradley is an insurance salesperson at an insurance brokerage since 2022, selling fixed insurance products. He also owns Wilcox Financial Services, LLC, dedicating minimal time to it, and is a business structure consultant for a non-profit marriage counseling service, spending about 10-20% of his time.

Employment History
Current Registrations
Belpointe Asset Management LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.
January 2023 - December 2023 · 11 mos
Osaic Wealth, INC.Broker
January 2023 - December 2023 · 11 mos
Ambassador Advisors, LLC
October 2022 - November 2022 · 1 mo
American Portfolios Financial Services, INC.Broker
June 2022 - November 2022 · 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.