Braden Radcliff, financial advisor Charlotte NC
90 score

Braden Radcliff

CRD Number: 6128555
Current Firm: Wells Fargo Advisors, LLC

Braden Radcliff (CRD# 6128555) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Mooresville, NC Oct 2012 - Current 4
Wells Fargo Bank Na Mooresville, NC Apr 2009 - Current 7
Backwater Bay Ventures, LLC Mooresville, NC Dec 2005 - Mar 2009 3
The University Of North Carolina At Charlotte Charlotte, NC Aug 2004 - Dec 2008 4
Stealth Components, Inc. Charlotte, NC May 2008 - Aug 2008 < 1
The University Of North Carolina At Charlotte Charlotte, NC May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Braden T. Radcliff
Phone Number: 314-875-3000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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