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Bradford Douglas Houchins JR.

Bradford D. Houchins

RIVER WEALTH ADVISORS | Vice President, Financial Consultant
ALLENTOWN, PA 18101
Some features on this profile are disabled
CRD#: 4304109
Bradford Douglas Houchins JR.

Professional summary

Bradford Douglas Houchins JR., CFP®, who also goes by Bradford Douglas Houchins Jr, Bradford Douglas Houchins Jr., Bradford Douglas Houchins, is a registered financial advisor currently at RIVER WEALTH ADVISORS LLC located in Allentown, Pennsylvania.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bradford has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Biography

I have built my career as a professional that is focused on understanding your needs and concerns to deliver a great experience. Using the combination of my understanding of your situation, my experience, and the depth and breadth of Fidelity services to help you create and execute a plan that makes sense for you and your family.

Question & Answer

What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Bradford Douglas Houchins Jr | Bradford Douglas Houchins Jr. | Bradford Douglas Houchins

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Douglas Houchins JR.'s CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2015

Education

Slippery Rock University of PA

Bachelor of Health Science - Community Health

2000

Experience

Current

July 10, 2024 - Present

RIVER WEALTH ADVISORS LLC

Office #1: 842 West Hamilton, Allentown, PA 18101
RIA
CRD#: 173767
ALLENTOWN, PA
Past

July 13, 2018 - July 26, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
CENTER VALLEY, PA
Past

September 25, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
CENTER VALLEY, PA
Past

September 18, 2015 - July 25, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
CENTER VALLEY, PA
Past

December 8, 2000 - September 11, 2015

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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".
RW
RIVER WEALTH ADVISORS LLC
LAN CAPITAL LLC | RIVER WEALTH ADVISORS LLC

CRD#: 173767 / SEC#: 801-80629

RIA
Registered Investment Advisory firm - (11/28/2014 Approved)

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
Pennsylvania
(7/10/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 12/14/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/22/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/7/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RW
RIVER WEALTH ADVISORS LLC
LAN CAPITAL LLC | RIVER WEALTH ADVISORS LLC

CRD#: 173767 / SEC#: 801-80629

RIA
Registered Investment Advisory firm - (11/28/2014 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 Corporate Center Drive Suite 102, Camp Hill, PA 17011
Mailing Address
Phone number
(717) 888-9830
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RIVER WEALTH ADVISORS LLC FORM ADV PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts2,422
AUM (Assets Under Management)$ 1,257,151,714

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.

Company Information

RIVER WEALTH ADVISORS LLC

Vice President, Financial ConsultantCRD#: 173767Allentown, PA 18101

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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