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Brittany Bradley

Advisor at First Command Advisory Services

Updated today

Location

Blythe, CA

Credentials

Series 66

Industry experience

7 years

About

Brittany Bradley is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Prior to joining First Command, she served in the U.S. Army from 2011 to 2018. Outside of her advisory role, she provides caregiving services through In-Home Support Services. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm delivers structured, advisor-led financial coaching with a 12-month engagement cycle and manages discretionary asset portfolios through an in-house investment team.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management

Occupation focus

Based on First Command Advisory Services

Retired

Demographic focus

Based on First Command Advisory Services

Mid-Career Professionals

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Fee options

Percentage

$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% over $2,000,000+: 0.50%

Commissions

Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.

Other

Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.

Location

Blythe, CA

Most active in

California · Tennessee

Work history

In-Home Support Services

2023 - Present (3 years)

First Command Insurance Services, Inc

2018 - Present (8 years)

First Command Advisory Services, Inc.

2018 - Present (8 years)

First Command Financial Planning, Inc.

2018 - Present (8 years)

First Command

2017 - 2018 (1 year)

US Army

2011 - 2018 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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