Bradley WhittakerCRD Number: 4501619
Current Firm: Transamerica Financial Advisors, Inc.
Bradley Whittaker (CRD# 4501619) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 14 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Transamerica Financial Advisors, Inc.||Orem, UT||Jan 2012 - Current||4|
|World Financial Group||Orem, UT||Aug 2001 - Current||15|
|Cedo||Orem, UT||Oct 1997 - Aug 2012||14|
|Investment Advisors International, Inc.||Orem, UT||May 2010 - Jan 2012||1|
|World Group Securities, Inc.||Orem, UT||Apr 2002 - Jan 2012||9|
|Innergy Lending||Salt Lake City, UT||Apr 2007 - Jul 2008||1|
|Finance Associates||Orem, UT||Mar 2005 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2010|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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