Bradford GreggCRD Number: 5377385
Current Firm: 1st Global Advisors Inc.
Bradford Gregg (CRD# 5377385) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Midlothian, VA and has over 9 years of experience in the finance industry. Bradford Gregg 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.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|1st Global Insurance Services, Inc.||Midlothian, VA||May 2008 - Current||9|
|1st Global Advisors, Inc.||Midlothian, VA||Nov 2007 - Current||9|
|1st Global Capital Corp.||Midlothian, VA||Jul 2007 - Current||9|
|Gregg & Bailey, Cpas||Midlothian, VA||Oct 2006 - Current||10|
|Colonial Athletic Association||Richmond, VA||Oct 2002 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV