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Brittany Ann Bradley

Advisor at First Command Advisory Services — Blythe, CA

Updated today

Credentials

Series 66

Experience

8 years

Location

Blythe, CA

First Command Advisory Services logo

First Command Advisory Services

Enterprise

Total advisors

1,031

Across 280 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

Brittany Bradley is a Series 66-licensed financial advisor with eight years of industry experience currently with First Command Advisory Services. Her background includes service in the U.S. Army from 2011 to 2018 and caregiving work through In-Home Support Services. She has been with First Command and its affiliated entities since 2017. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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 Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on First Command Advisory Services

Self-Employed

Demographic focus

Based on First Command Advisory Services

Young 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% $2,000,001+: 0.50%

Commissions

Commissions apply for brokerage and insurance products through affiliated companies.

Other

Account minimum: $5,000 Minimum fee: Financial Planning Tailored Professional Services (TPS) fees generally range from $750 to $3,000 based on client circumstances and advisor discretion. Fee-only: Advisory Programs charge wrap fees based on asset tiers, no commissions for advisory management services.

Location

See office

Blythe, CA

Blythe CA

Advisors at this office

1

Most active in

California · Tennessee

Work history

8 years of industry experience

In-Home Support Services

2023 - 2026 • 3 years

Moreno Valley, CA

First Command Insurance Services, Inc

2018 - Present • 8 years

Fort Worth, TX

First Command Advisory Services, Inc.

2018 - Present • 8 years

Fort Worth, TX

First Command Financial Planning, Inc.

2018 - Present • 8 years

Fort Worth, TX

First Command

2017 - 2018 • 1 year

Fort Worth, TX

US Army

2011 - 2018 • 7 years

Clarksville, TN

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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