A complete list of active advisors currently associated with Bradford Financial Services Corp

Warmer can help you find a great advisor at Bradford Financial Services Corp or one who fits your needs even better.

Bradford Financial Services Corp advises individuals, corporations and trusts through a mix of portfolio management, financial planning and consulting services. The firm also facilitates brokerage and insurance transactions through its affiliation with a broker-dealer and is able to introduce clients to third‑party investment advisors or wrap/UMA programs. The firm’s advice is delivered via consultations that produce an agreed asset‑allocation strategy and may be managed on a discretionary or non‑discretionary basis; investment implementations can include individual equities, mutual funds, ETFs, fixed income, options and margin positions. The adviser uses a combination of charting, fundamental and technical analysis, employs the Vision2020 advisor‑managed portfolios and UMA tools on its platform, and reviews accounts at least quarterly. What is distinctive is the firm’s structure: it operates with a single advisor responsible for a relatively large client base and assets under management, and the adviser is dually registered as a broker‑dealer representative and licensed insurance agent. Those affiliations mean the firm combines fee‑based advisory services with the ability to sell commissionable and insurance products, has experienced recent broker‑dealer platform consolidations that affected billing practices, and discloses occasional non‑cash due‑diligence or conference benefits.

To learn more about the advisors currently working at Bradford Financial Services Corp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.