BJ
BJ

Bradley Christopher Joyner

16 Years of Experience
Areas of Practice
Retirement PlanningInvestment ManagementBusiness OwnersFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
139 advisors
Number of Clients
6,585 clients
Average Client Portfolio
$17.9M average
Assets Under Management
$118.0B

Fee Structure

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

120 Vantis, Suite 400, Aliso Viejo, CA, 92656

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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 is a Senior Advisor at Meltzer Group/NFP, providing investment advisory services. He also serves as a Board Member for Blackhawk Lacrosse, a non-profit lacrosse league, dedicating a few hours per week to this role.

Employment History
Current Registrations
Wealthspire Retirement Advisory
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Kestra Investment Services, LLCBroker
January 2022 - March 2023 · 1 yr 2 mos
NFP Retirement INC.
December 2021 - March 2023 · 1 yr 3 mos
Transamerica Investors Securities CorporationBroker
August 2017 - November 2021 · 4 yrs 3 mos
Gwfs Equities, INC.Broker
September 2011 - April 2016 · 4 yrs 7 mos
Clearview Correspondent Services, LLCBroker
May 2009 - August 2011 · 2 yrs 3 mos
Scott & Stringfellow, LLC
March 2008 - August 2011 · 3 yrs 5 mos
Scott & Stringfellow, LLCBroker
October 2007 - August 2011 · 3 yrs 10 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Bradley Christopher Joyner - Financial Advisor | TrueAdvisor