Unclaimed Profile

Annette Bradley

PETTYJOHN, WOOD & WHITE, INC.·LYNCHBURG, Virginia

Clean recordPETTYJOHN, WOOD & WHITE, INC.

1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 6174622Firm CRD# 106403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Annette Bradley · LYNCHBURG, VA

Registration

CRD #6174622 · PETTYJOHN, WOOD & WHITE, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Annette Bradley is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with PETTYJOHN, WOOD & WHITE, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PETTYJOHN, WOOD & WHITE, INC.

AUM

$734M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PETTYJOHN, WOOD & WHITE, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Other: HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES

Regulatory

SEC/IARD CRD# 6174622

Firm CRD# 106403

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Annette Bradley offer?

Annette Bradley specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.

What are Annette Bradley's credentials?

Annette Bradley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Annette Bradley located?

Annette Bradley is based in LYNCHBURG, Virginia, working with PETTYJOHN, WOOD & WHITE, INC.. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.

How does Annette Bradley charge for services?

Annette Bradley's firm is compensated through percentage of aum, other: hourly and fixed fees for financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETTYJOHN, WOOD & WHITE, INC.?

PETTYJOHN, WOOD & WHITE, INC. has approximately 6 employees and manages $734M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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