William Bradford, financial advisor Norwell MA
68 score

William Bradford

CRD Number: 5434547
Current Firm: Citizens Securities, Inc.

William Bradford (CRD# 5434547) is an Investment Advisor Representative working at Citizens Securities, Inc. in Norwell, MA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Norwell, MA Jul 2017 - Current < 1
Sovereign Bank Na Dorchester, MA Jul 2013 - Jul 2017 4
Santander Securities LLC Guaynabo, PR Jul 2013 - Jul 2017 4
Td Ameritrade Boston, MA Oct 2009 - Apr 2013 3
Wachovia Securities, LLC Norwell, MA Jan 2008 - Jul 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William O. Bradford
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • RI
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, 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

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BADGES
68

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