Bradley Wills (CRD# 5149929) is an Investment Advisor Representative working at Alliance Wealth Advisors in Carbondale, IL and has over 17 years of experience in the finance industry. Bradley Wills has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6435912
Edward Jones
CRD# 5589427
Alliance Wealth Advisors
CRD# 6505776
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Wealth Management Llc (dba: Alliance Wealth Advisors) | Carbondale, IL | Jan 2019 - Current | 5 |
| Lpl Financial LLC | Carbondale, IL | Oct 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management74MILLIONS
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Total Number of Accounts490ACCOUNTS
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Average Account Value$151,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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