William Bradford, financial advisor Hingham MA
58 score

William Bradford

CRD Number: 5434547
Current Firm: Santander Securities

William Bradford (CRD# 5434547) is an Investment Advisor Representative working at Santander Securities in Hingham, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sovereign Bank Na Dorchester, MA Jul 2013 - Current 3
Santander Securities LLC Guaynabo, PR Jul 2013 - Current 3
Td Ameritrade Boston, MA Oct 2009 - Apr 2013 3
Wachovia Securities, LLC Norwell, MA Jan 2008 - Jul 2009 1
A. G. Edwards & Sons, Inc. Norwell, MA Oct 2007 - Jan 2008 < 1
Lendingladies.com Fort Collins, CO Mar 2007 - Sep 2007 < 1
Independent Student Painter Fort Collins, CO Jan 2003 - Sep 2007 4
Alpine Financial Group Fort Collins, CO Oct 2004 - Mar 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William O. Bradford
Phone Number: 787-759-5378
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    3,432
    ACCOUNTS
  • Average Account Value
    $162,047
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
58

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