BB
Bryan C. Bradford
HBW ADVISORY SERVICES LLC
Brighton, MI 48116
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CRD#: 2500568
BB
Professional summary
Bryan Charles Bradford is a registered financial advisor currently at HBW ADVISORY SERVICES LLC located in Brighton, Michigan.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2018 HOURS PER WEEK: VARIES HOURS DURING TRADING: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT DUTIES: SELLS LIFE, DISABILITY AND LONG-TERM CARE (2) OTHER BUSINESS: WILERBEAR HOLDING, LLC INVESTMENT RELATED: NO ADDRESS: 2864 FULLER DRIVE BRIGHTON MI NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY START DATE: 08/2017 POSITION/TITLE/RELATIONSHIP: OWNER HOURS PER WEEK: 1/2 HOURS DURING TRADING: 1/2 DUTIES: MEMBER, PARTNER - LANDLORD DUTIES (3) OTHER BUSINESS: BRADFORD FINANCIAL ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2014 POSITION/TITLE/RELATIONSHIP: OWNER HOURS PER WEEK: 50 HOURS DURING TRADING: 50 DUTIES: FINANCIAL PLANNING (4) OTHER BUSINESS: BRYAN C BRADFORD, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOLDING COMPANY START DATE: 05/2014 POSITION/TITLE/RELATIONSHIP: OWNER HOURS PER WEEK: MINIMAL HOURS DURING TRADING: MINIMAL DUTIES: MEMBER, MANAGE OFFICE STAFF, PAYROLL AND BENEFITS (5) OTHER BUSINESS: LIVINGSTON TRUSTED BUSINESS DIRECTORY INVESTMENT RELATED: NO ADDRESS: 134 W MAIN STREET SUITE 200 BRIGHTON, MI NATURE OF BUSINESS: REFERRAL, NETWORKING GROUP START DATE: 2016 POSITION/TITLE/RELATIONSHIP: OWNER HOURS PER WEEK: � HOURS DURING TRADING: � DUTIES: OWNER - FACILITOR OF MEETINGS (6) OTHER BUSINESS: DAVE RAMSEY INVESTMENT RELATED: NO ADDRESS: 1749 MALLORY LANE BRENTFORD TN NATURE OF BUSINESS: REFERRAL START DATE: 10/2014 POSITION/TITLE/RELATIONSHIP: SMARTVESTOR PRO HOURS PER WEEK: � HOURS DURING TRADING: � DUTIES: EDUCATE ON DEBT MANAGEMENT, BUDGETING (7) OTHER BUSINESS: BRADFORD FINANCIAL ADVISORS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND BUSINESS CONSULTING; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: OWNER / CONSULTANT; HOURS PER WEEK: 0-2; HOURS DURING TRADING: 0-2; DUTIES: BUSINESS CONSULTING ON VARIOUS BUSINESS MATTERS VIA AGREEMENT. TAX CONSULTING AND TAX PREPARATION; (8)OTHER BUSINESS: UNFINISHED LLC; INVESTMENT RELATED: NO; ADDRESS: 7869 FULLER DR. BRIGHTON, MI 48116; NATURE OF BUSINESS: AUTOMOTIVE ACCESSORY MANUFACTURE START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP:OWNER/CEO HOURS PER WEEK:1; HOURS DURING TRADING HOURS:1; DUTIES: PRODUCT DEVELOPMENT; (9) 7/2024 Encor Estate, assist in creation of trusts for client, Trusts (10) 7/2024 Greenhills Property Owner Association, Vice President, Oversee Road Maintenance and By-law enforcement
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Charles Bradford's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 26, 2018 - Present
HBW ADVISORY SERVICES LLC
Office #1: 134 W Main St Ste 100, Brighton, MI 48116RIA
CRD#: 143665
Brighton, MI
Past
September 19, 2018 - December 31, 2021
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
BRIGHTON, MI
Past
September 19, 2018 - April 22, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
BRIGHTON, MI
Past
May 31, 2017 - September 20, 2018
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
Brighton, MI
Past
June 15, 2015 - September 20, 2018
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
Brighton, MI
Past
May 29, 2007 - June 15, 2015
HBW SECURITIES LLC
BD
CRD#: 136959
BRIGHTON, MI
Past
October 6, 1994 - May 18, 2007
PFS INVESTMENTS INC.
BD
CRD#: 10111
NOVI, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HA
HBW ADVISORY SERVICES LLC
HBW ADVISORY SERVICES LLC
CRD#: 143665 / SEC#: 801-77333
RIA
Registered Investment Advisory firm - (11/7/2012 Approved)Alabama
Registered Investment Advisory firm - (12/13/2012 Terminated)Arizona
Registered Investment Advisory firm - (12/13/2012 Terminated)California
Registered Investment Advisory firm - (1/12/2013 Terminated)Colorado
Registered Investment Advisory firm - (12/13/2012 Terminated)Connecticut
Registered Investment Advisory firm - (1/15/2013 Terminated)Florida
Registered Investment Advisory firm - (12/13/2012 Terminated)Georgia
Registered Investment Advisory firm - (12/13/2012 Terminated)Illinois
Registered Investment Advisory firm - (11/7/2012 Terminated)Indiana
Registered Investment Advisory firm - (12/13/2012 Terminated)Iowa
Registered Investment Advisory firm - (12/13/2012 Terminated)Kansas
Registered Investment Advisory firm - (12/13/2012 Terminated)Kentucky
Registered Investment Advisory firm - (12/13/2012 Terminated)Missouri
Registered Investment Advisory firm - (12/13/2012 Terminated)Nevada
Registered Investment Advisory firm - (1/13/2013 Terminated)New Jersey
Registered Investment Advisory firm - (12/18/2012 Terminated)New Mexico
Registered Investment Advisory firm - (12/13/2012 Terminated)New York
Registered Investment Advisory firm - (12/13/2012 Terminated)North Carolina
Registered Investment Advisory firm - (12/13/2012 Terminated)Ohio
Registered Investment Advisory firm - (12/13/2012 Terminated)Oklahoma
Registered Investment Advisory firm - (12/13/2012 Terminated)Oregon
Registered Investment Advisory firm - (12/19/2012 Terminated)Tennessee
Registered Investment Advisory firm - (12/21/2012 Terminated)Texas
Registered Investment Advisory firm - (12/13/2012 Terminated)Virginia
Registered Investment Advisory firm - (12/13/2012 Terminated)Washington
Registered Investment Advisory firm - (12/13/2012 Terminated)Wisconsin
Registered Investment Advisory firm - (12/13/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(12/20/2022)
IAR
Michigan(9/26/2018)
IAR
Texas(6/2/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
HA
HBW ADVISORY SERVICES LLC
HBW ADVISORY SERVICES LLC
CRD#: 143665 / SEC#: 801-77333
RIA
Registered Investment Advisory firm - (11/7/2012 Approved)Alabama
Registered Investment Advisory firm - (12/13/2012 Terminated)Arizona
Registered Investment Advisory firm - (12/13/2012 Terminated)California
Registered Investment Advisory firm - (1/12/2013 Terminated)Colorado
Registered Investment Advisory firm - (12/13/2012 Terminated)Connecticut
Registered Investment Advisory firm - (1/15/2013 Terminated)Florida
Registered Investment Advisory firm - (12/13/2012 Terminated)Georgia
Registered Investment Advisory firm - (12/13/2012 Terminated)Illinois
Registered Investment Advisory firm - (11/7/2012 Terminated)Indiana
Registered Investment Advisory firm - (12/13/2012 Terminated)Iowa
Registered Investment Advisory firm - (12/13/2012 Terminated)Kansas
Registered Investment Advisory firm - (12/13/2012 Terminated)Kentucky
Registered Investment Advisory firm - (12/13/2012 Terminated)Missouri
Registered Investment Advisory firm - (12/13/2012 Terminated)Nevada
Registered Investment Advisory firm - (1/13/2013 Terminated)New Jersey
Registered Investment Advisory firm - (12/18/2012 Terminated)New Mexico
Registered Investment Advisory firm - (12/13/2012 Terminated)New York
Registered Investment Advisory firm - (12/13/2012 Terminated)North Carolina
Registered Investment Advisory firm - (12/13/2012 Terminated)Ohio
Registered Investment Advisory firm - (12/13/2012 Terminated)Oklahoma
Registered Investment Advisory firm - (12/13/2012 Terminated)Oregon
Registered Investment Advisory firm - (12/19/2012 Terminated)Tennessee
Registered Investment Advisory firm - (12/21/2012 Terminated)Texas
Registered Investment Advisory firm - (12/13/2012 Terminated)Virginia
Registered Investment Advisory firm - (12/13/2012 Terminated)Washington
Registered Investment Advisory firm - (12/13/2012 Terminated)Wisconsin
Registered Investment Advisory firm - (12/13/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2655 1st Street Suite 250, Simi Valley, CA 93065
Mailing Address
P.o. Box 2049, Simi Valley, CA 93062
Phone number
(800) 473-3856
Established
Firm type
Fiscal year end
# of Employees
72
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,679 |
| AUM (Assets Under Management) | $ 1,747,369,322 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
