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Bradford R
Series 65
Pineville, NC
Chevron Financial
Bradford Russell is the sole advisor at Chevron Financial in Pineville, NC, holding a Series 65 designation with three years of industry experience. He has been self-employed since 2009 and also works as a licensed insurance broker. Chevron Financial is an independent investment adviser serving individuals, high-net-worth clients, and corporate entities with portfolio management and financial planning services. The firm employs a goals-based investment process that incorporates strategic and tactical portfolio construction, primarily recommending ETFs and mutual funds, while also providing access to model portfolios on a recommended custody platform.
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