Bryan
Bradford

Hbw Advisory Services LLC

CRD#2500568
Investment Advisor
in Brighton, MI

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About this Advisor

Bryan Bradford is a financial advisor based in Brighton, Michigan, working with Hbw Advisory Services LLC. Bryan has previously held positions at Bryan C. Bradford, LLC, Hbw Securities LLC, Bradford Financial Advisors, LLC, Voya Financial Advisors, Inc, Disabled American Veterans, Ceterea Advisor Networks, Hbw Advisory, LLC, Wilerbear Holding, LLC, Heritage Living Trust, Livingston Trusted Business Directory, Dave Ramsey, Unfinished LLC, and Hbw Advisory Services Llv. Bryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Michigan, and Texas. Currently, Bryan is part of Hbw Advisory Services LLC, which operates out of Brighton, Michigan. The firm has 47 offices and 66 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. 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, and educational seminars. The fee structure at Hbw Advisory Services LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

134 W Main St Ste 100
Brighton, MI 48116

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$1,134,812,630

MI Average: $7,578,581,321
Total Number of Employees

66

MI Average: 43
Total Number of Accounts

12,974

MI Average: 3,727
Average Account Size

$87,468

MI Average: $2,033,427

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
  • Educational seminars/workshops

Bryan Bradford Work History

2020 - Present (4 years)

Unfinished LLC

2018 - Present (6 years)

Hbw Advisory, LLC

2018 - Present (6 years)

Hbw Advisory Services Llv

2017 - Present (7 years)

Wilerbear Holding, LLC

2016 - Present (8 years)

Livingston Trusted Business Directory

2014 - Present (10 years)

Bryan C. Bradford, LLC

2014 - Present (10 years)

Bradford Financial Advisors, LLC

2014 - Present (10 years)

Heritage Living Trust

2014 - Present (10 years)

Dave Ramsey

2018 - 2021 (3 years)

Disabled American Veterns

2018 - 2023 (5 years)

Ceterea Advisor Networks

2015 - 2018 (3 years)

Voya Financial Advisors, Inc

2007 - 2015 (8 years)

Hbw Securities LLC

Disclosures

Please visit the SEC profile of Bryan 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 Hbw Advisory Services LLC

Nicholas Mitchell
Simi Valley, CA
Kyra King
Simi Valley, CA
Eric Rodland
Boise, ID
Kerri Herlick
Saratoga Springs, NY
Taylor Davis
Simi Valley, CA
Brian Malkinson
Simi Valley, CA
Roy Edwards Van Muyen
Simi Valley, CA
Jamison Imhoff
Simi Valley, CA

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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