Bradford Hagerman, financial advisor Sarasota FL

Bradford Hagerman

CRD Number: 233319
Current Firm: Thurston Springer Advisors

Bradford Hagerman (CRD# 233319) is an Investment Advisor Representative working at Thurston Springer Advisors in Sarasota, FL and has over 42 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Thurston Springer Financial Sarasota, FL Mar 2021 - Current 1
Wells Fargo Advisors Financial Network LLC Sarasota, FL Jan 2010 - Mar 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1979
S65 NASAA Investment Advisors Law Examination Apr 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bradford C. Hagerman
Phone Number: 317.581.4000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,023
    MILLIONS
  • Total Number of Accounts
    3,252
    ACCOUNTS
  • Average Account Value
    $314,446
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, DC, FL, IL, IN, KY, MD, NC, OH, PA, SC, TN, TX, WI

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