Bradley
Ledford

Fortress Wealth Group, LLC

CRD#6659480
Investment Advisor
in Orlando, FL

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About this Advisor

Bradley Ledford is a financial advisor who works in Orlando, Florida with a total of 3 years of industry experience. Ledford works at Fortress Wealth Group, LLC. Their career trajectory has included roles at Furnished Property Group, Butler & Hosch, Fortress Wealth Group, LLC, University Of Central Florida, Ameriprise Financial Services, Inc and Pressure Free Services. Ledford maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Fortress Wealth Group, LLC is a registered investment company that has its headquarters in Orlando, FL. It controls $257 million in assets under management between its 881 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 881 client accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. Fortress Wealth Group, LLC has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Fortress Wealth Group, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

608 E Central Blvd
Orlando, FL 32801

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Fortress Wealth Group, LLC Brokerage Details

Total Assets Under Management

$257,350,000

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

13

FL Average: 62
Total Number of Accounts

881

FL Average: 2,474
Average Account Size

$292,111

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

Bradley has been registered as a financial advisor for 3 years.*

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

2013 - 2013 (< 1 year)

Butler & Hosch

2012 - 2015 (3 years)

University Of Central Florida

*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 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, LLC

Bradley Ledford
Orlando, FL
Cory Churchill
Orlando, FL
Timothy Smisek
Orlando, FL
Cole Linquist
Orlando, FL
John Ledford
Orlando, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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