AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
LB

Laura Ann Bradford

DYNAMIC
PALMDALE, CA
·CRD# 6424841·11 years experience

Professional Summary

Laura Ann Bradford, who also goes by Laura Ann Langley, is a registered financial advisor currently at DYNAMIC located in Palmdale, California. Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Laura has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Laura Ann Langley

Blog Corner

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Years of Experience

11 years in the financial services industry

Current & Past Employments

DYNAMIC·CRD# 151367
RIA
1058 West Avenue M-14 Suite B, Palmdale, CA 93551
July 23, 2018 - Present
JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT·CRD# 153286
RIA
Palmdale, CA
January 8, 2015 - December 31, 2018

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Current Firm

DY
DYNAMIC

401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | NOBLE OAK CAPITAL PARTNERS | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAZZELLA ESTATE & ASSET MANAGEMENT LLC | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL, LLC

CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - SEC (3/4/2011 Approved)
Arizona
Registered Investment Advisory firm - Arizona (4/14/2012 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (12/12/2011 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2415 East Camelback Road Suite 700, Phoenix, AZ 85016

Phone Number

(877) 257-3840

# of Employees

130

SEC notice filing (44 States and Territories)

Registered to provide investment advisory services in 44 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DYNAMIC WEALTH ADVISORS ADV PART 2A FIRM BROCHURE - 3.2026 (3/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

15,179

AUM (Assets Under Management)

$5,637,328,188

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. BURKEY COX EVANS & BRADFORD; 2. NOT INVESTMENT RELATED; 3. 1058 W AVE M-14, SUITE B, PALMDALE, CA; 4. CPA FIRM; 5. CPA/PARTNER; 6. 200 HOURS PER MONTH; AND 7. ACCOUNTING, TAX PREPARATION, AUDITING AND CONSULTING. 1. B&C WEALTH MANAGEMENT, INC.; 2. NOT INVESTMENT RELATED; 3. 1058 W AVE M-14, SUITE B, PALMDALE, CA; 4. WEALTH MANAGEMENT; 5. OWNER; 6. JANUARY 2011; 7. 0 HOURS PER MONTH; AND 8. NONE. 1. B&C FINANCIAL MANAGEMENT, INC.; 2. NOT INVESTMENT RELATED; 3. 1058 W AVE M-14, SUITE B, PALMDALE, CA; 4. BILLING; 5. OWNER; 6. 0 HRS PER MONTH; AND 7. BILLING.

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

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".
DY
DYNAMIC

401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | NOBLE OAK CAPITAL PARTNERS | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAZZELLA ESTATE & ASSET MANAGEMENT LLC | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL, LLC

CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - SEC (3/4/2011 Approved)
Arizona
Registered Investment Advisory firm - Arizona (4/14/2012 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (12/12/2011 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
California
(7/23/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Laura Ann Bradford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#
LB
Follow Laura
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required