BW
Bradley D. Wills
ALLIANCE WEALTH ADVISORS
Carbondale, IL 62901
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CRD#: 5149929
BW
Professional summary
Bradley David Wills, CFP® is a registered financial advisor currently at ALLIANCE WEALTH ADVISORS located in Carbondale, Illinois and LPL FINANCIAL LLC located in Benton, Illinois.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Bradley has worked at 4 firms and has passed the Series 66, SIE and Series 7 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. 1/10/2019 - Alliance Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/02/2019 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Alliance Wealth Management, an independent investment advisor firm. I started this business activity in 01/02/2019. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 2/25/2019 - Alliance Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/02/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 3. 2/26/2019 - Alliance Wealth Management - DBA: (Hybrid) Alliance Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/02/2019 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Alliance Wealth Management, an independent investment advisor firm. I started this business activity in 01/02/2019. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley David Wills'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®
CFP®
Start date: 2009
Experience
Current
January 15, 2019 - Present
ALLIANCE WEALTH ADVISORS
Office #1: 115 S. Washington, Carbondale, IL 62901RIA
CRD#: 156712
Carbondale, IL
Current
October 1, 2008 - Present
LPL FINANCIAL LLC
Office #1: 200 N. Main Street, Benton, IL 62812Office #2: 115 S. Washington St., Carbondale, IL 62901RIA
BD
CRD#: 6413
Benton, IL
Past
October 1, 2008 - April 17, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
CARBONDALE, IL
Past
January 1, 2008 - January 20, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CARBONDALE, IL
Past
January 1, 2008 - January 20, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CARBONDALE, IL
Past
July 21, 2006 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
CARBONDALE, IL
Past
July 12, 2006 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
CARBONDALE, IL
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/9/2018)
RR
Florida(2/23/2017)
IAR
Florida(8/13/2024)
RR
Illinois(10/1/2008)
IAR
Illinois(1/15/2019)
RR
Kentucky(3/2/2011)
RR
Louisiana(12/8/2023)
RR
Michigan(4/4/2025)
RR
Missouri(10/1/2008)
IAR
Missouri(7/16/2024)
RR
New York(5/18/2024)
RR
North Carolina(1/27/2023)
RR
North Dakota(1/31/2023)
RR
Oklahoma(1/10/2013)
RR
Texas(1/17/2012)
RR
Utah(9/21/2020)
RR
Virginia(1/30/2023)
RR
Washington(10/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ALLIANCE WEALTH ADVISORS
ALLIANCE WEALTH ADVISORS | ROSE, JAN JEFFREY | ALLIANCE WEALTH MANAGEMENT LLC | ALLIANCE WEALTH MANAGEMENT
CRD#: 156712 / SEC#:
Florida
Registered Investment Advisory firm - (8/13/2024 Approved)Illinois
Registered Investment Advisory firm - (5/25/2011 Approved)Missouri
Registered Investment Advisory firm - (7/16/2024 Approved)Tennessee
Registered Investment Advisory firm - (5/14/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
115 S. Washington, Carbondale, IL 62901
Mailing Address
Phone number
(618) 457-6525
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 510 |
| AUM (Assets Under Management) | $ 79,725,321 |
Red Flags
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