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Bradley Wilson

Investment adviser representative at Fletcher Financial Group
17 yearsExperience
1 stateRegistered in
$133MFirm assets
Under 1 yearFirm in business

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How the firm charges

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

Percentage of assetsCommissionsOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Fletcher Financial GroupJul 2023 to now
  2. RetiredJun 2021 to Jul 2023
  3. Community CoffeeJan 2009 to Jun 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (LA).

Fletcher Financial Group

Legal name: Family Financial Group

$133MAssets managed
500Clients
3Advisers
Under 1 yearIn 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
7785726
Firm CRD
152609
Advisor's SEC record (opens in a new tab)
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