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Bradley Charles Williams

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

56 Parkway Commons Way, Greer, SC, 29650

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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 operates under Integrated Financial Group and Highlands Wealth Group, both DBAs for his LPL business. He also provides investment advisory services through IFG Advisory LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Ifg Advisory, LLC
February 2021 - Present · 5 yrs
LPL Financial LLCBroker
February 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2015 - February 2021 · 5 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
April 2015 - February 2021 · 5 yrs 10 mos
Bb&t Investment Services, INC.
January 2012 - October 2014 · 2 yrs 9 mos
Bb&t Investment Services, INC.Broker
December 2011 - October 2014 · 2 yrs 10 mos
State Registrations7 states
FLGANCOHSCVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.