Bradford Wilson, CFPCRD Number: 2216648
Current Firm: Edward Jones
Bradford Wilson (CRD# 2216648) is a Financial Advisor working at Edward Jones in Cary, NC and has over 10 years of experience in the finance industry. I have my Certified Financial Planner designation and am liscenced with series 7, 63, 66 and life & health Insurance.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Edward Jones||St Louis, MO||Jun 2005 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2005|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management328,989MILLIONS
Total Number of Accounts3,047,151ACCOUNTS
Average Account Value$107,966
- A percentage of assets under your management
- 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)
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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