Bradford George Norford
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Bradford George Norford? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- UBS Financial Services Inc.Jan 2020 to now
- Full Time EducationSep 2018 to Jan 2020
- Allianz Life Financial Services LLCJan 2018 to Oct 2018
- UnemployedOct 2017 to Dec 2017
- Sage AdvisoryNov 2016 to Sep 2017
- Citigroup Global Markets IncFeb 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 2552058
- Firm CRD
- 8174