Benjamin Bradford, financial advisor Pleasanton CA

Benjamin Bradford

CRD Number: 4548224
Current Firm: Maxwell Wealth

Benjamin Bradford (CRD# 4548224) is an Investment Advisor Representative working at Maxwell Wealth in Pleasanton, CA and has over 14 years of experience in the finance industry.

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Wealth & Tax Planners LLC
Company Name Location Dates Years
Maxwell Wealth Strategies Inc. Pleasanton, CA Jan 2023 - Current 1
E*trade Securities LLC San Francisco, CA Feb 2020 - Jan 2023 2
E*trade From Morgan Stanley San Francisco, CA Mar 2007 - Jan 2023 15
E*trade Capital Management LLC San Francisco, CA May 2009 - Feb 2020 10
E*trade Securities LLC San Francisco, CA Mar 2007 - Feb 2020 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Benjamin A. Bradford
Phone Number: 925-523-3288
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    231
    MILLIONS
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $358,263
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, OR, TX, UT

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