1. Wealthminder
  2. Whittier, CA
Bradley Griffiths, financial advisor Whittier CA

Bradley Griffiths

CRD Number: 6545034
Current Firm: The Ameriflex Group

Bradley Griffiths (CRD# 6545034) is an Investment Advisor Representative working at The Ameriflex Group in Whittier, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Las Vegas, NV Sep 2023 - Current < 1
The Ameriflex Group Las Vegas, NV Feb 2023 - Current 1
Hedgehog & Owl Whittier, CA Feb 2014 - Current 10
Sagepoint Financial, Inc. Las Vegas, NV Feb 2023 - Sep 2023 < 1
Royal Alliance Associates, Inc. Anaheim, CA Nov 2020 - Feb 2023 2
Kcs Wealth Advisory Los Angeles, CA Jul 2019 - Nov 2020 1
Securian Financial Services Inc. St Paul, MN Mar 2019 - Jul 2019 < 1
Minnesota Life Insurance Co St Paul, MN Mar 2019 - Jul 2019 < 1
Tax & Financial Group Newport Beach, CA Mar 2019 - Jul 2019 < 1
Securian Financial Services Inc. St. Paul, MN Jun 2016 - Mar 2019 2
Tax And Financial Group Newport Beach, CA Jun 2016 - Mar 2019 2
Edward Jones Saint Louis, MO Aug 2015 - Apr 2016 < 1
Bbc Family Homes Llc, Righturn Inc. Cape Coral, FL Feb 2014 - Aug 2015 1
Strategically Connected Victorville, CA Jan 2015 - Jul 2015 < 1
Biola University La Mirada, CA Aug 2001 - Oct 2014 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for Bradley M. Griffiths
By the Numbers
  • Total Assets Under Management
    3,423
    MILLIONS
  • Total Number of Accounts
    6,588
    ACCOUNTS
  • Average Account Value
    $519,583
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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