Bradford Acton (CRD# 6641051) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 7 years of experience in the finance industry. Bradford Acton 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# 2842337
Nbc Securities, Inc.
CRD# 6186795
Cetera Investment Advisers LLC
CRD# 4412434
City National Rochdale
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rfg Advisory, Llc Dba Willow Private Wealth | Vestavia Hills, AL | Jul 2023 - Current | < 1 |
| Private Client Services | Birmingham, AL | Jul 2023 - Dec 2023 | < 1 |
| Bank Of America, N.a. | Birmingham, AL | Sep 2016 - Jul 2023 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham, AL | Apr 2016 - Jul 2023 | 7 |
| Regions Bank | Birmingham, AL | Sep 2014 - Apr 2016 | 1 |
| All Saints Church | Durham, NC | Aug 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- AL
- TX
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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