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Bradley Alan Walker

BEARD INVESTMENT SERVICES, INC.·CANFIELD, Ohio
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record23 years registeredBEARD 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. · 23 years registered
Brand Profile
Not yet started
01

Career History

VALMARK ADVISERS, INC.
Feb 2017 – present
BPS WEALTH ADVISORS, INC.
Feb 2003 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 66
Series 99TO
Registration record
First registered · February 24, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEARD INVESTMENT SERVICES, INC.
CRD 106249 · SEC 801-37961
AUM
$455M
Regulatory assets under management
Employees
5
745 client accounts
Services offered by BEARD INVESTMENT SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BEARD INVESTMENT SERVICES, INC. →
Introduction

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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
William Brian Berlin
YOUNGSTOWN, OH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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