Bradford WilliamsCRD Number: 4268018
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Bradford Williams (CRD# 4268018) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Midvale, UT and has over 19 years of experience in the finance industry.
Commonwealth Financial Network
Uma Financial Services Inc.
|Berthel Fisher & Company Financial Services, Inc.||Bountiful, UT||Jun 2013 - Current||6|
|Contango Capital Advisors, Inc.||Salt Lake City, UT||Jun 2012 - Jun 2013||1|
|Kcg Securities LLC||Draper, UT||Apr 2010 - Jun 2012||2|
|Knox Capital Advisors LLC||Draper, UT||Jul 2005 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Total Assets Under Management610MILLIONS
Total Number of Accounts3,993ACCOUNTS
Average Account Value$152,831
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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