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Bradley Alan Walker

BEARD INVESTMENT SERVICES, INC.·CANFIELD, Ohio
Clean recordBEARD INVESTMENT SERVICES, INC.
3701 BOARDMAN - CANFIELD RD., CANFIELD, OH 44406CRD# 3146727Firm CRD# 106249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Alan Walker · CANFIELD, OH
Registration
CRD #3146727 · BEARD INVESTMENT SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Alan Walker is a registered financial advisor based in CANFIELD, Ohio, affiliated with BEARD INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BEARD INVESTMENT SERVICES, INC.
BEARD INVESTMENT SERVICES, INC.
AUM
$455M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BEARD INVESTMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3146727
Firm CRD# 106249
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradley Alan Walker offer?
Bradley Alan Walker specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CANFIELD, Ohio for a consultation.
What are Bradley Alan Walker's credentials?
Bradley Alan Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Alan Walker located?
Bradley Alan Walker is based in CANFIELD, Ohio, working with BEARD INVESTMENT SERVICES, INC.. Their office serves clients in the CANFIELD metropolitan area and surrounding communities.
How does Bradley Alan Walker charge for services?
Bradley Alan Walker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEARD INVESTMENT SERVICES, INC.?
BEARD INVESTMENT SERVICES, INC. has approximately 5 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEARD INVESTMENT SERVICES, INC.

James Rafoth
CANFIELD, OH
Robert L Smallwood
CANFIELD, OH
Bruce James Beard
YOUNGSTOWN, OH
William Brian Berlin
YOUNGSTOWN, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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Research
Advisor Fees in OhioNational Fee Analysis
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