Benjamin
Bradford
Maxwell Wealth
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About this Advisor
Benjamin Bradford is a financial advisor who works out of Pleasanton, California. Bradford is on the advisory team at Maxwell Wealth. Over the course of their career, they have held roles at E*Trade Securities LLC, E*Trade Capital Management LLC, E*Trade Savings Bank, E*Trade From Morgan Stanley and Maxwell Wealth Strategies Inc. Bradford has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California, Texas and Utah. Maxwell Wealth is a financial advisory company operating out of Pleasanton, CA. It manages $132 million in assets among its 339 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 339 client accounts, 39% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Maxwell Wealth provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types charged by Maxwell Wealth can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maxwell Wealth Brokerage Details
$132,390,000
3
339
$390,531
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Benjamin Bradford Work History
Benjamin has been registered as a financial advisor for 0 years.*
Maxwell Wealth Strategies Inc
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Savings Bank
E*Trade From Morgan Stanley
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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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