Robert Bradford, financial advisor Flowood MS

Robert Bradford

CRD Number: 1324228
Current Firm: Valmark Advisers, Inc.

Robert Bradford (CRD# 1324228) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Flowood, MS and has over 32 years of experience in the finance industry.

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Mag Cap
Professional Designations
Company Name Location Dates Years
Valmark Advisors, Inc. Akron, OH Mar 2018 - Current 1
Centerpoint Advantage LLC Flowood, MS Apr 2000 - Current 19
Valmark Securities, Inc. Jackson, MS Apr 1999 - Current 20
Ohio National Life Ins Co Cincinnati, OH Oct 1983 - Current 36
Pickett Bradford & Assoc, P.a. Jackson, MS Jun 1972 - Current 47
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Robert H. Bradford
Phone Number: 800-765-5201
Firm Website: http://www.valmarkfg.com
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    5,138
    MILLIONS
  • Total Number of Accounts
    7,948
    ACCOUNTS
  • Average Account Value
    $646,426
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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