Benjamin
Bradford
Maxwell Wealth
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About this Advisor
Benjamin Bradford is a financial advisor based in Pleasanton, California, working with Maxwell Wealth. Benjamin has previously held positions at E*Trade Securities LLC, E*Trade Capital Management LLC, Maxwell Wealth Strategies Inc, and E*Trade From Morgan Stanley. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Benjamin is part of Maxwell Wealth, which operates out of Pleasanton, California. The firm has 5 employees and manages assets totaling $231.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Maxwell Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maxwell Wealth Brokerage Details
$231,079,378
5
645
$358,263
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Benjamin Bradford Work History
Maxwell Wealth Strategies Inc
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade From Morgan Stanley
Disclosures
Please visit the SEC profile of Benjamin Bradford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Maxwell Wealth
Pleasanton, CA
Pleasanton, CA
Pleasanton, CA
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