JB
Julie L. Bradsher
CETERA INVESTMENT ADVISERS LLC
FALLS CHURCH, VA 22042
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CRD#: 5230771
JB
Professional summary
Julie Leidy Bradsher, CFP®, who also goes by Julie Annetta Leidy, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Falls Church, Virginia and CETERA WEALTH SERVICES, LLC located in Falls Church, Virginia.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Julie has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julie Annetta Leidy
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) BBG FINANCIAL PLANNING LLC, (FORMERLY BBG INVESTMENTS, LLC) POSITION: null NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 6 START DATE: 04/01/2007 DESCRIPTION: Provide financial services to clients. 2) LINCOLN NATIONAL LIFE INSURANCE COMPANY DBA LINCOLN FINANCIAL GROUP POSITION: AGENT/FINANCIAL ADVISOR NATURE: LIFE INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2014 ADDRESS: Omaha NE 68103, United States DESCRIPTION: PUBLICLY TRADED. FSG RECOMMENDED A LINCOLN FINANCIAL GROUP TO REPLACE AN EXISTING GROUP LIFE AND DISABILITY POLICY. THE CLIENT APPROVED THE REPLACEMENT SINCE IT WAS MORE COMPETITIVE THAN WHAT WAS IN PLACE; I AM THE FINANCIAL ADVISOR FOR THE COMPANY, BRIDGEPHASE. I DID THEIR FIRST GROUP LIFE AND DISABILITY PLAN WITH RELIANCE, IN CONJUNCTION WITH FSG, AND NOW HAVE RECOMMENDED THE LINCOLN PRODUCT AS THEIR REPLACEMENT. 3) BAY BUSINESS GROUP POSITION: VICE PRESIDENT, SALES AND MARKETING NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: null START DATE: 09/01/2004 DESCRIPTION: Provide financial services to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Leidy Bradsher'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: 2014
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6402 Arlington Blvd Suite 900, Falls Church, VA 22042RIA
CRD#: 105644
FALLS CHURCH, VA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 6402 Arlington Blvd Suite 900, Falls Church, VA 22042BD
CRD#: 13572
FALLS CHURCH, VA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
FALLS CHURCH, VA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
FALLS CHURCH, VA
Past
March 19, 2007 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
FALLS CHURCH, VA
Past
January 19, 2007 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
FALLS CHURCH, VA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.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(9/5/2025)
RR
Colorado(9/5/2025)
RR
District of Columbia(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Maine(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oregon(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
IAR
Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
