BC
BC

Bradford Daniel Creger

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
34,052 clients
Average Client Portfolio
$184K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

4695 Macarthur Court, 11th Floor, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradford is involved in several business activities, including insurance sales, tax services, retirement plan administration, and financial planning. He dedicates about 10-20% of his time to Total Financial Resources Insurance Associates, Inc. for fixed insurance sales and policy servicing, and another 10-20% of his time to BFF Insurance Services, Inc. for group insurance and P&C insurance sales.

Employment History
Current Registrations
Centaurus Financial, INC.
November 2019 - Present · 6 yrs 3 mos
Centaurus Financial, INC.Broker
November 2019 - Present · 6 yrs 3 mos
Bff Wealth Management, INC.
July 2002 - Present · 23 yrs 7 mos
Previous Registrations
LPL Financial LLC
September 2016 - December 2019 · 3 yrs 3 mos
LPL Financial LLCBroker
August 2016 - December 2019 · 3 yrs 4 mos
First Allied Advisory Services, INC.
July 2012 - September 2016 · 4 yrs 2 mos
First Allied Securities, INC.
July 2011 - July 2012 · 1 yr
First Allied Securities, INC.
June 2009 - March 2010 · 9 mos
First Allied Securities, INC.Broker
December 2007 - September 2016 · 8 yrs 9 mos
Associated Planners Investment Advisory INC
October 2001 - December 2007 · 6 yrs 2 mos
Associated Securities CORP.Broker
April 2001 - December 2007 · 6 yrs 8 mos
Alliance Advisory & Securities, INC.Broker
May 2000 - April 2001 · 11 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - May 2000 · 1 yr 11 mos
Cigna Financial Advisors,inc.Broker
November 1993 - June 1998 · 4 yrs 7 mos
State Registrations13 states
AZCACOFLIAIDNCOHOKPATNTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradford Daniel Creger - Financial Advisor | TrueAdvisor