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.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
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 |
- CA
- TX
-
Total Assets Under Management231MILLIONS
-
Total Number of Accounts645ACCOUNTS
-
Average Account Value$358,263
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OR, TX, UT
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