Bradley Griffiths is a registered investment advisor at Xypn Invest, based in Whittier, CA, with 9 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
Whittier, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley is a sole proprietor of Hedgehog & Owl, selling retail vintage goods and providing consulting work, dedicating minimal time. He also serves as a board member for Nurturing Hope for the Nations, a charitable organization, spending a few hours per week.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Osaic Wealth, INC.Broker
The Ameriflex Group
Sagepoint Financial, INC.Broker
Chatterton & Associates
Royal Alliance Associates, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.