BF
BF

Bradley Tyson Ferney

24 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

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Location

5255 N Edgewood Drive, Suite 225, Provo, UT, 84604

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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

Bradley works as an investment adviser representative at The Norden Group. This takes about a quarter of his time.

Employment History
Current Registrations
The Norden Group LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Townsquare Capital, LLC
April 2018 - June 2023 · 5 yrs 2 mos
Allegis Investment Services, LLCBroker
December 2016 - March 2019 · 2 yrs 3 mos
Allegis Investment Advisors, LLC
December 2016 - May 2018 · 1 yr 5 mos
Capital Synergy Partners
January 2012 - February 2017 · 5 yrs 1 mo
Capital Synergy PartnersBroker
February 2011 - February 2017 · 6 yrs
Multi-Financial Securities Corporation
November 2006 - December 2010 · 4 yrs 1 mo
Multi-Financial Securities CorporationBroker
November 2006 - December 2010 · 4 yrs 1 mo
Lincoln Financial Advisors Corporation
February 2001 - November 2006 · 5 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
January 2001 - November 2006 · 5 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
January 2001 - May 2006 · 5 yrs 4 mos
State Registrations3 states
IDTXUT
Advisor
Exams
No exam information available for this advisor.