Bradley Wilson, financial advisor Auburn AL
93 score

Bradley Wilson

CRD Number: 3132057
Current Firm: Cambridge Investment Research Advisors, Inc.

Bradley Wilson (CRD# 3132057) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Auburn, AL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2017 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Feb 2017 - Current 1
Signator Investors, Inc. Auburn, AL May 2016 - Feb 2017 < 1
Auburn Rotary Club Auburn, AL Jul 2015 - Jul 2016 1
Transamerica Financial Advisors, Inc. Auburn, AL Sep 1998 - May 2016 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Bradley C. Wilson
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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