Bradley
Smith
Westminster Financial Advisory Corp
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About this Advisor
Bradley Smith is a financial advisor who works in Dayton, Ohio with a total of 7 years of relevant experience. Smith currently works for Westminster Financial Advisory Corp. The advisor has gained experience at Horter Investment Management, LLC, Smith & Co, Llp, Piedmont Investment Advisors, LLC, Smiley Cpas and Westminster Financial Advisory. Smith holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Arkansas, California, Colorado, District Of Columbia, Florida, Georgia, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Mississippi, Nevada, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia and Washington. Westminster Financial Advisory Corp is a business operating out of Dayton, OH. It has offices in 12 locations and a total of 35 people on staff. It oversees $748 million in assets among its 2,007 client accounts, placing it among the bigger firms in the nation by assets under management. The firm advises three charitable organizations. Of its 2,007 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. Westminster Financial Advisory Corp offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fees charged by Westminster Financial Advisory Corp most likely are comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westminster Financial Advisory Corp Brokerage Details
$748,447,741
35
2,007
$372,919
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
Bradley Smith Work History
Bradley has been registered as a financial advisor for 7 years.*
Westminster Financial Advisory
Horter Investment Management, LLC
Smiley Cpas
Smith & Co, Llp
Piedmont Investment 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 Bradley Smith 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 Westminster Financial Advisory Corp
Dayton, OH
Dayton, OH
Spring Hill, TN
Dayton, OH
Dayton, OH
Andover, MA
West Hartford, CT
Miami, 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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