Bradley WilliamsonCRD Number: 5983628
Current Firm: Cambridge Investment Research Advisors, Inc.
Bradley Williamson (CRD# 5983628) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wichita, KS and has over 5 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2016 - Current||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2016 - Current||1|
|Stewardship Financial Strategies||Wichita, KS||Feb 2015 - Current||3|
|Eagle Strategies LLC||Wichita, KS||Jul 2014 - Current||3|
|Nylife Securities LLC||Wichita, KS||Nov 2011 - Current||6|
|New York Life Insurance Company||Wichita, KS||Oct 2011 - Current||6|
|Unemployed||Wichita, KS||Aug 2011 - Oct 2011||< 1|
|Credit Union Of America||Wichita, KS||Nov 2009 - Aug 2011||1|
|Intrust Bank||Wichita, KS||Jan 2006 - Nov 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, WY