BW
BW

Bradford Adam Wear

26 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
977 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1214 East Cary Street, Richmond, VA, 23219

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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 Activities

Bradford is a National Sales Manager at RiverFront Investment Group, LLC, dedicating full-time hours to this role. He also works as a Registered Representative for ALPS Distributors, spending a few hours per week marketing and selling RiverFront Funds.

Employment History
Current Registrations
Riverfront Investment Group, LLC
April 2013 - Present · 12 yrs 10 mos
Alps Distributors, INC.Broker
March 2013 - Present · 12 yrs 11 mos
Alps Distributors, INC.
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - February 2013 · 3 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2013 · 3 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Strand, Atkinson, Williams & York INC.
July 2007 - December 2008 · 1 yr 5 mos
Strand, Atkinson, Williams & York, INC.Broker
December 2001 - December 2008 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - November 2001 · 3 yrs
State Registrations2 states
ORVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.