Bradley DavisCRD Number: 5323883
Current Firm: American Funds Distributors, Inc.
Bradley Davis (CRD# 5323883) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 8 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|American Funds||San Antonio, TX||Feb 2013 - Current||4|
|Adams & Associates||Joliet, IL||May 2011 - Feb 2013||1|
|Roosevelt University||Chicago, IL||Jan 2010 - May 2011||1|
|West Aurora School District 129||Aurora, IL||Jan 2010 - May 2011||1|
|Adams & Associates||Joliet, IL||May 2010 - Oct 2010||< 1|
|Family Video||Joliet, IL||Jan 2010 - May 2010||< 1|
|Unemployed||Plainfield, IL||Dec 2009 - Dec 2009||< 1|
|Edward Jones||Glen Ellyn, MO||Jun 2009 - Nov 2009||< 1|
|North Central College||Naperville, IL||Sep 2008 - Jun 2009||< 1|
|North Central College||Naperville, IL||Sep 2005 - Jun 2009||3|
|Smith Barney||Naperville, IL||Apr 2007 - Oct 2008||1|
|The Links At Carillon||Plainfield, IL||Apr 2008 - Sep 2008||< 1|
|Sports Authority||Bolingbrook, IL||Nov 2007 - Dec 2007||< 1|
|Target||Warrenville, IL||Jun 2007 - Aug 2007||< 1|
|Best Buy||Joliet, IL||Nov 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
CA, IN, TX
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.