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Annette Bradley

PETTYJOHN, WOOD & WHITE, INC.·LYNCHBURG, Virginia
Unclaimed Profile
1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 6174622Firm CRD# 106403
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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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PETTYJOHN, WOOD & WHITE, INC.
PETTYJOHN, WOOD & WHITE, INC.
AUM
$734M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: HOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES
Regulatory
SEC/IARD CRD# 6174622
Firm CRD# 106403
No disclosures on file
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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