Bradley
Ledford

Fortress Wealth Group

CRD#6659480
Investment Advisor
in Winter Park, FL

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About this Advisor

Bradley Ledford is a financial advisor based in Winter Park, Florida, working with Fortress Wealth Group. Bradley has previously held positions at Furnished Property Group, Butler & Hosch, Fortress Wealth Group, LLC, University Of Central Florida, Ameriprise Financial Services, Inc, and Pressure Free Services. Bradley has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Bradley is part of Fortress Wealth Group, which operates out of Winter Park, Florida. The firm has 13 employees and manages assets totaling $294.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Fortress Wealth Group includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1099 W Morse Blvd
Winter Park, FL 32789

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Fortress Wealth Group Brokerage Details

Total Assets Under Management

$294,685,885

FL Average: $1,855,561,029
Total Number of Employees

13

FL Average: 62
Total Number of Accounts

875

FL Average: 2,474
Average Account Size

$336,784

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Bradley Ledford Work History

2020 - Present (4 years)

Fortress Wealth Group, LLC

2016 - 2020 (4 years)

Ameriprise Financial Services, Inc

2015 - 2016 (1 year)

Pressure Free Services

2014 - 2015 (1 year)

Furnished Property Group

2014 - 2014 (< 1 year)

Butler & Hosch

2012 - 2015 (3 years)

University Of Central Florida

Disclosures

Please visit the SEC profile of Bradley Ledford 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 Fortress Wealth Group

Cole Linquist
Winter Park, FL
Bradley Ledford
Winter Park, FL
Cory Churchill
Winter Park, FL
Timothy Smisek
Winter Park, FL
John Ledford
Winter Park, FL

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