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Bradley Alan Walker

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
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Location

3701 Boardman - Canfield Rd. Suite 1 , OH, Canfield, OH, 44406

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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

Bradley is a Vice President at Beard Pension Services, Inc. since 1998, working about half his time as a pension plan consultant and administrator. He also works as a registered investment advisor/representative and insurance agent, and owns a rental property in Florida.

Employment History
Current Registrations
Valmark Advisers, INC.
February 2017 - Present · 9 yrs
Valmark Securities, INC.Broker
January 2017 - Present · 9 yrs 1 mo
Beard Investment Services, INC.
February 2003 - Present · 23 yrs
Previous Registrations
Beard Financial Services, INC.Broker
September 2001 - February 2017 · 15 yrs 5 mos
Walnut Street Securities, INC.Broker
November 1998 - May 2002 · 3 yrs 6 mos
State Registrations13 states
CODEFLILINKYMINYOHPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.