William (Bill) Bradley Email and Phone Number
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I have been helping clients address their financial concerns and develop sound strategies for their specific needs for many years. I enjoy frequent contacts with clients and review the ever-changing markets and maintain close relationships. I work with high-net-worth individuals, families and businesses to provide integrated wealth management and planning services. I started trading the markets in 1979 and over the years have earned the Series 3, 7, 24, 63 and 65 registrations. I also have a CRPC certification. I provide life insurance and annuity strategies where they are needed. I received a BA in Science from the University of California, Fullerton and originally went to work as an Oceanographer before moving into the financial industry. My personal passion is flying. (I always wanted to be a jet pilot!) In 1976 I earned my private pilot license and went on to get the multi-engine, instrument, sea-plane and commercial ratings. I now own a 1981 Mooney 231. It's turbo charged and has oxygen so it will go high and fly fast. Not quite a jet, but close enough.Please visit my website at https://home.wellsfargoadvisors.com/William.Bradley for information about my practice and the services I provide to my clients. I am currently accepting new clients and always appreciate your referrals.Please contact me by e-mail, william.bradley@wfadvisors.com or by phone 480-419-2011. I cannnot respond to messages through Linkedin.This information is intended for use by residents of AR, AZ, CA, CO, FL, MD, MI, MN, NY, and PA only.CA Insurance license number 0D28272. Resident State: AZ./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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Senior Vice President - Investments, Pim Portfolio ManagerWells Fargo Advisors Jun 2013 - PresentI have been trading the markets for over 30 years. I develop wealth building strategies and personal investment plans. Retirement Planning is a major focus point, I am a Chartered Retirement Planning Counselor. -
Vice PresidentCompak Asset Management Feb 1995 - Jun 2013Financial Advisor, Working closely with clients developing personal Wealth Management and Retirement Solutions. Designed allocations, performed insurance analysis and developed insurance strategies for estate and planning solutions.
William (Bill) Bradley Skills
William (Bill) Bradley Education Details
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University Of California, FullertonMarine Biology
Frequently Asked Questions about William (Bill) Bradley
What company does William (Bill) Bradley work for?
William (Bill) Bradley works for Wells Fargo Advisors
What is William (Bill) Bradley's role at the current company?
William (Bill) Bradley's current role is Senior Vice President - Investments, PIM Portfolio Manager at Wells Fargo Advisors.
What is William (Bill) Bradley's email address?
William (Bill) Bradley's email address is w.****@****pak.com
What is William (Bill) Bradley's direct phone number?
William (Bill) Bradley's direct phone number is +148095*****
What schools did William (Bill) Bradley attend?
William (Bill) Bradley attended University Of California, Fullerton.
What are some of William (Bill) Bradley's interests?
William (Bill) Bradley has interest in Flying, Golf, Hiking.
What skills is William (Bill) Bradley known for?
William (Bill) Bradley has skills like Investments, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Trading, Retirement, Private Pilot, Options, Investment Strategies, Fixed Income.
Who are William (Bill) Bradley's colleagues?
William (Bill) Bradley's colleagues are Raymond Anaya, Tyler H. Zurek, Stevie B, Eric M. Young, M.b.a., Leslie Davis, Tim Terzaken, Terri Steinhauer.
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