Brandon
Walker

Bradford Financial Center

CRD#5207833
Investment Advisor
in Brentwood, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brandon Walker is a financial advisor based in Brentwood, Tennessee, working with Bradford Financial Center. Brandon has previously held positions at Woodbury Financial Services, Inc, United Planners' Financial Services, Law Office Of Brandon R Walker, Bradford Insurance, Tower Wealth Advisors, and Bradford Financial Center. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Brandon is part of Bradford Financial Center, which operates out of Brentwood, Tennessee. The firm has 3 offices and 20 employees. The firm manages assets totaling $209.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bradford Financial Center includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

205 Powell Place Suite 226
Brentwood, TN 37027

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bradford Financial Center Brokerage Details

Total Assets Under Management

$209,761,439

TN Average: $9,259,360,772
Total Number of Employees

20

TN Average: 166
Total Number of Accounts

1,620

TN Average: 7,189
Average Account Size

$129,482

TN Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brandon Walker Work History

2014 - Present (10 years)

United Planners' Financial Services

2014 - Present (10 years)

Bradford Insurance

2014 - Present (10 years)

Tower Wealth Advisors

2014 - Present (10 years)

Bradford Financial Center

2007 - Present (17 years)

Law Office Of Brandon R Walker

2006 - 2014 (8 years)

Woodbury Financial Services, Inc

Disclosures

Please visit the SEC profile of Brandon Walker 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 Center

Jarrod Raimann
Clarion, IA
Larry Pickard
Kalona, IA
Jerome Moore
Brentwood, TN
Brandon Walker
Brentwood, TN
Shallon Weis
Clarion, IA
Marty Schimp
Clarion, IA
Fred Sweers
Ida Grove, IA
James Tausz
Clarion, IA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started