Bradford
Clinard
Newedge Advisors
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About this Advisor
Bradford Clinard is a certified financial planner operating out of New Orleans, Louisiana with 6 years of industry experience. Clinard currently works for Newedge Advisors. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wells Fargo Advisors Financial Network, LLC, Lpl Financial, LLC and Newedge Advisors, LLC (Gwm Advisors, LLC). Clinard has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in District Of Columbia, Florida, Georgia, Massachusetts, North Carolina, Texas and Virginia. Newedge Advisors is a firm operating out of New Orleans, LA. It has offices in 99 locations and a total of 499 financial advisors. It manages $13 billion in total assets across its 48,067 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 114 charities and foundations. Of its 48,067 customer accounts, 27% belong to high-net-worth clients who have more than $1 million in investable assets. Newedge Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on the type of services offered. Fees charged by Newedge Advisors most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bradford Clinard Work History
Bradford has been registered as a financial advisor for 6 years.*
Lpl Financial, LLC
Newedge Advisors, LLC (Gwm Advisors, LLC)
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors LLC
*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 Bradford Clinard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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New Orleans, LA
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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.
