Haralambos
Kitsos

Bradford Financial Services, Inc

CRD#2194430
Investment Advisor
in North Andover, MA

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About this Advisor

Haralambos Kitsos is a financial advisor based in North Andover, Massachusetts, working with Bradford Financial Services, Inc. Haralambos has previously held positions at Bradford Financial Services, Inc, Securities Service Network, Inc, Securities America, Inc, Bradford Financial Services, and Osaic Wealth, Inc. Haralambos has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Massachusetts, New Hampshire, and Texas. Currently, Haralambos is part of Bradford Financial Services, Inc, which operates out of North Andover, Massachusetts. The firm has one office and one employee. The firm manages assets totaling $195.7 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bradford Financial Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Bradford Financial 232-234 Sutton Street
North Andover, MA 01845

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Bradford Financial Services, Inc Brokerage Details

Total Assets Under Management

$195,703,569

Total Number of Employees

1

Total Number of Accounts

878

Average Account Size

$222,897

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Haralambos Kitsos Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2023 - Present (1 year)

Bradford Financial Services

2020 - Present (4 years)

Securities America, Inc

1992 - Present (32 years)

Bradford Financial Services, Inc

2004 - 2020 (16 years)

Securities Service Network, Inc

Disclosures

Please visit the SEC profile of Haralambos Kitsos 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 Bradford Financial Services, Inc

Haralambos Kitsos
North Andover, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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