Bradford
Williams
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Bradford Williams is a financial advisor based in Midvale, Utah, working with Berthel, Fisher & Company Financial Services, Inc. Bradford has previously held a position at Berthel Fisher & Company Financial Services, Inc. Bradford has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Bradford is part of Berthel, Fisher & Company Financial Services, Inc, which operates out of Midvale, Utah. The firm has 100 offices and 100 employees. The firm manages assets totaling $742.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Berthel, Fisher & Company Financial Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Berthel, Fisher & Company Financial Services, Inc Brokerage Details
$742,220,394
100
3,481
$213,220
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bradford Williams Work History
Berthel Fisher & Company Financial Services, Inc
Disclosures
Please visit the SEC profile of Bradford Williams 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 Berthel Fisher & Company Financial Services, Inc
Chula Vista, CA
Midvale, UT
Midvale, UT
Minot, ND
Suwanee, GA
Northbrook, IL
Minot, ND
Elk Grove, 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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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.
