Bradley JoynerCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
Total Assets Under Management78,718MILLIONS
Total Number of Accounts3,797ACCOUNTS
Average Account Value$20,731,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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