Justin
Bradford

Spc

CRD#3252195
Investment Advisor
in Southern Pines, NC

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About this Advisor

Justin Bradford is a financial advisor working in Southern Pines, North Carolina with a total of 2 years of relevant experience. Bradford is on the advisory team at Spc. Their career trajectory has included roles at Prudential Securities, H.D. Vest Investment Services, H.D. Vest Advisory Services, Justin D Bradford, Hdvest Insurance Agency, First Allied Securities, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services and Sigma Financial Corporation. Bradford has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois, North Carolina and South Carolina. Spc is an advisory business operating out of Ann Arbor, MI. The investment advisory business has offices in 426 locations and a total of 610 financial advisors. It administers $6 billion in assets under management among its 34,594 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 34,594 client accounts, just 8% belong to high-net-worth individuals who have more than $1 million in investable assets. Spc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually vary depending on the financial services offered. Fee types billed by Spc most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Pavilion Way, Suite E3
Southern Pines, NC 28387

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

NC Average: $943,424,332
Total Number of Employees

610

NC Average: 21
Total Number of Accounts

34,594

NC Average: 1,586
Average Account Size

$172,407

NC Average: $594,845

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
  • Educational seminars/workshops
  • Other

Justin Bradford Work History

Justin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sigma Financial Corporation

2013 - Present (11 years)

Justin D Bradford

2020 - 2021 (1 year)

First Allied Advisory Services

2016 - 2021 (5 years)

First Allied Securities, Inc

2016 - 2020 (4 years)

First Allied Advisory Services, Inc

2013 - 2016 (3 years)

Hdvest Insurance Agency

2010 - 2016 (6 years)

H.D. Vest Advisory Services

2003 - 2016 (13 years)

H.D. Vest Investment Services

2001 - 2021 (20 years)

Prudential Securities

*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 Justin 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 Spc

Jeremy Fortin
Englewood, CO
Steven Abbey
Dallas, TX
Adam Handler
Ann Arbor, MI
Mikel Rosenberry
Fort Lauderdale, FL
Colin Cohen
Ann Arbor, MI
Dennis Starbuck
Ann Arbor, MI
Kevin Howard
Novi, MI
Richard Colleoni
Mansfield, TX

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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