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Haralambos Ignatios Kitsos

Investment adviser representative at Bradford Financial Services Corp
34 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$261.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

34 years in the industry.

  1. Osaic Wealth, Inc.Jun 2024 to now
  2. Bradford Financial Services, Inc.Feb 1992 to now
  3. Securities America, Inc.Sep 2020 to Jun 2024
  4. Securities Service Network, Inc.Dec 2004 to Sep 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 4 states (FL, MA, NH, TX).

Bradford Financial Services Corp

$261.9MAssets managed
577Clients
1Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2194430
Firm CRD
133220
Advisor's SEC record (opens in a new tab)
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