Ashley Bradford (CRD# 6848059) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has over 6 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crowdstreet Advisors LLC | Austin, TX | Jun 2022 - Current | 1 |
| Crowdstreet Capital LLC | Austin, TX | Jun 2022 - Current | 1 |
| Tc2000 Advisors | Wilmington, NC | Oct 2018 - Jun 2022 | 3 |
| Tc2000 Brokerage, Inc. | Wilmington, NC | Aug 2017 - Jun 2022 | 4 |
| Worden Brothers Inc. | Wilmington, NC | Aug 2017 - Jun 2022 | 4 |
| Rathburn Logging | Burnsville, NC | Jul 2016 - Aug 2017 | 1 |
| Mountain Air Country Club | Burnsville, NC | Aug 2001 - Jul 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- TX
-
Total Assets Under Management509MILLIONS
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$2,311,702
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, IL, LA, MN, NE, NH, NJ, NV, NY, OR, TX, UT, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.