Andrew B. Bradshaw
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Andrew Brandt Bradshaw, CFP®, who also goes by Andrew B. Bradshaw, Andrew Bradshaw, was a registered financial professional .
Andrew is a previously registered financial professional and started their career in finance in 2013. Andrew had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2021
Experience
December 26, 2018 - December 31, 2021
TOWER WEALTH MANAGERS
August 19, 2016 - December 18, 2018
CREATIVE PLANNING
September 14, 2013 - May 11, 2016
AMERICAN CENTURY INVESTMENT SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
TOWER WEALTH MANAGERS
CRD#: 144791 / SEC#: 801-68636
Contact information
Red Flags
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