BK
BK

Bradley J Kamman

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

1100 Corporate Drive, Suite 100, Birmingham, AL, 35242

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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 registered representative and IAR with RFG Advisory, dedicating nearly full-time hours to these activities. He is also an agent for RFG Solutions LLC, selling insurance products, which also takes nearly full-time hours.

Employment History
Current Registrations
Private Client Services, LLCBroker
June 2018 - Present · 7 yrs 8 mos
Rfg Advisory, LLC
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
August 2011 - June 2018 · 6 yrs 10 mos
Securities America, INC.Broker
June 2004 - August 2011 · 7 yrs 2 mos
Securities America Advisors, INC.
June 2004 - August 2011 · 7 yrs 2 mos
Lincoln Financial Advisors Corporation
December 2003 - June 2004 · 6 mos
Lincoln Financial Advisors CorporationBroker
December 2003 - June 2004 · 6 mos
The Lincoln National Life Insurance CompanyBroker
December 2003 - June 2004 · 6 mos
Veravest Investment Advisors, INC.
May 2003 - December 2003 · 7 mos
Veravest Investments, INC.Broker
January 2002 - December 2003 · 1 yr 11 mos
State Registrations9 states
ALAZFLGAKYMSSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.