Steven Bradford, financial advisor San Antonio TX
96 score

Steven Bradford

CRD Number: 1112313
Current Firm: Eagle Strategies LLC

Steven Bradford (CRD# 1112313) is an Investment Advisor Representative working at Eagle Strategies LLC in San Antonio, TX and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC San Antonio, TX Feb 2011 - Current 5
Nylife Securities Inc. Denver, CO Sep 1982 - Current 34
New York Life Insurance Co Oklahoma City, OK Jan 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Steven L. Bradford
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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