Bradley Williams, financial advisor Greer SC

Bradley Williams

CRD Number: 5673509
Current Firm: Ifg Advisory, LLC

Bradley Williams (CRD# 5673509) is an Investment Advisor Representative working at Ifg Advisory, LLC in Greer, SC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Greer, SC Feb 2021 - Current 3
Ifg Advisory, LLC Atlanta, GA Feb 2021 - Current 3
Wells Fargo Clearing Services, LLC Greenville, SC Nov 2016 - Feb 2021 4
Wells Fargo Advisors, LLC Greenville, SC Mar 2015 - Nov 2016 1
Unemployed Myrtle Beach, SC Nov 2014 - Mar 2015 < 1
Bb&t Bank Charlotte, NC Dec 2011 - Oct 2014 2
Bbtis Charlotte, NC Dec 2011 - Oct 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Bradley C. Williams
Phone Number: 770-353-6331
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    3,252
    MILLIONS
  • Total Number of Accounts
    12,190
    ACCOUNTS
  • Average Account Value
    $266,808
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

AK, AL, AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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