Bradford McNaughton, financial advisor Bakersfield CA
89 score

Bradford McNaughton

CRD Number: 6210372
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bradford McNaughton (CRD# 6210372) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bakersfield, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Bakersfield, CA Jul 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield, CA May 2013 - Current 3
Vanguard University Costa Mesa, CA Aug 2012 - May 2013 < 1
Orange County College Costa Mesa, CA Mar 2012 - Aug 2012 < 1
Bank Of America Costa Mesa, CA Oct 2011 - Mar 2012 < 1
Vangaurd University Costa Mesa, CA Aug 2011 - Oct 2011 < 1
Dmw Industries Bakersfield, CA May 2011 - Aug 2011 < 1
Vanguard University Costa Mesa, CA Feb 2011 - May 2011 < 1
Walgreens Bakersfield, CA Aug 2010 - Feb 2011 < 1
Unemployed Bakersfield, CA Jul 2010 - Aug 2010 < 1
Tnt Fireworks Bakersfield, CA Jun 2010 - Jul 2010 < 1
Bakersfield Christian Highschool Bakersfield, CA Aug 2007 - Jun 2010 2
Stockdale High School Bakersfield, CA Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Bradford L. McNaughton
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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