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Michelle Renee Bradford

Advisor at Primerica Advisors — Little Rock, AR Innwood Cir

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Little Rock, AR 72211

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,992

Across 1,252 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Michelle Bradford is a financial advisor at Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes positions at Primerica Financial Services and Pampered Chef, as well as over a decade at Coleman’s Office and School Products. She is involved in sales of loan products and home security services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap-fee structure in delivering its investment solutions.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

See office

Little Rock, AR Innwood Cir

3 Innwood Cir, Ste 118

Little Rock AR 72211

Advisors at this office

10

Most active in

Arkansas

Work history

1 year of industry experience

Primerica Advisors

2025 - Present • 1 year

Little Rock, AR

Primerica Financial Services

2024 - Present • 2 years

Little Rock, AR

Pampered Chef

2024 - 2024 • 1 year

Addison, IL

Unemployed

2022 - 2024 • 2 years

Searcy, AR

Coleman's Office and School Products

2010 - 2022 • 12 years

Searcy, AR

Disclosures

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

Business activities & affiliations

Ledly J

Series 65, JD

Little Rock, AR

Caprock Wealth Management

Ledly Jennings is an advisor at CapRock Wealth Management in Little Rock, Arkansas. He joined the firm alongside its founder, having previously worked at Stephens Inc. and the Stan Miller Law Group. He also maintains his own law practice at L. Jennings Law, PLLC. CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals and generational families. The firm combines passive and active investment strategies — applying fundamental analysis and modern portfolio theory tailored to each client’s objectives — and offers discretionary portfolio management.

Trust structures (GRAT, IDGT, revocable) Business succession planning General estate planning guidance Multi-generational wealth transfer Inheritance planning Founder/Business Owner Attorney Oil & Gas Self-Employed Dentist Christian Faith Based Baby Boomers (Born 1946-1964) Intergenerational Families Sandwich Generation Established Professionals
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Adam R

Series 65, Series 63

Little Rock, AR

Rainbrook Capital LLC

Adam Raines is a financial advisor at Rainbrook Capital LLC in Little Rock, Arkansas, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has spent 18 years at Stephens Inc. Rainbrook Capital provides discretionary investment management, holistic financial planning, and qualified retirement plan consulting to individuals, high-net-worth households, families, and plan sponsors. The firm employs diversified asset allocation and a combination of fundamental, technical, bottom-up, and top-down analysis, following Modern Portfolio Theory principles, and offers specialized retirement and pension plan consulting, including fiduciary services under ERISA.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Active portfolio management

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Active portfolio management Passive / index investing Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder and principal of Summerhill & Co., LLC, with eight years of experience in investment advisory services. He previously worked for The Stephens Group, LLC for eleven years. In addition to investment advisory, Summerhill provides accounting, tax, consulting, and advisory services as a licensed CPA. Summerhill & Co. offers discretionary and non-discretionary investment advisory services to individual clients and their retirement accounts, utilizing proprietary model portfolios primarily comprised of exchange-traded funds, supplemented as appropriate with mutual funds, stocks, bonds, or MLPs. The firm integrates ongoing CPA-style accounting and tax services alongside investment management, a combination that is rare among independent advisors.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Kevin D

Series 65

Little Rock, AR

Daniel Financial Group, Inc.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

General retirement planning
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