Bradley Boandl, financial advisor Pittsburgh PA

Bradley Boandl

CRD Number: 7013736
Current Firm: Valic Financial Advisors, Inc.

Bradley Boandl (CRD# 7013736) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Pittsburgh, PA and has over 5 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Investment Advisers LLC
Similar Advisors
C. Ellis, financial advisor Pittsburgh PA
C. S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Similar Advisors
Patrick Aaron, financial advisor Pittsburgh PA
Patrick E. Aaron
CRD# 5335512
Lpl Financial LLC
Company Name Location Dates Years
Agia Houston, TX Dec 2022 - Current 1
Valic Financial Advisors, Inc. Pittsburgh, PA Sep 2018 - Current 5
Northampton Country Club Easton, PA Oct 2016 - Sep 2018 1
Nazareth Area School District Nazareth, PA Aug 2005 - Oct 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2019
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Bradley Boandl
Phone Number: 866-544-4968
Registered State(s):
  • DE
  • MD
  • NJ
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    25,247
    MILLIONS
  • Total Number of Accounts
    302,501
    ACCOUNTS
  • Average Account Value
    $83,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.