BA
CFP
BA
CFP

Bradford Donald Acton

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
12,756 clients
Average Client Portfolio
$387K average
Assets Under Management
$4.9B

Fee Structure

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Location

1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245

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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

Bradford is a board member of the F3BHM Foundation, dedicating minimal time. He is also a Reg Rep/IAR/Agent/Partner at Willow Private Wealth and works full-time at RFG Advisory LLC. Finally, he is an agent at Financial Independent Group (FIG) providing variable insurance investment guidance, taking about half of his time.

Employment History
Current Registrations
Rfg Advisory, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Private Client Services, LLCBroker
July 2023 - December 2023 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2016 - July 2023 · 7 yrs 1 mo
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.
Bradford Donald Acton - Financial Advisor | TrueAdvisor