Bradley Joyner, financial advisor Aliso Viejo CA

Bradley Joyner

CRD Number: 5390009
Current Firm: Nfp Retirement Inc.

Bradley Joyner (CRD# 5390009) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Bethesda, MD Jan 2022 - Current < 1
Nfp Retirement Aliso Viejo, CA Oct 2021 - Current < 1
Transamerica Retirement Solutions Mechanicsville, VA Aug 2017 - Oct 2021 4
Transamerica Investors Securities Corporation Mechanicsville, VA Aug 2017 - Oct 2021 4
Wells Fargo Richmond, VA Apr 2016 - Aug 2017 1
Gwfs Equities, Inc. Greenwood Village, CO Aug 2011 - Apr 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Bradley C. Joyner
Phone Number: 949-460-9898
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    78,718
    MILLIONS
  • Total Number of Accounts
    3,797
    ACCOUNTS
  • Average Account Value
    $20,731,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NY, OH, OR, PA, PR, SC, TN, TX, VA, WI, WY

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