Patrick Stephen Bradford
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$54.9BFirm 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 feePerformance-based
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
11 years in the industry.
- Beacon Pointe Advisors, LLCOct 2026 to now
- Beacon Pointe Advisors, LLCNov 2025 to Sep 2026
- Hemington Wealth ManagementMar 2025 to Nov 2025
- UnemployedNov 2024 to Feb 2025
- Jmg Financial GroupNov 2020 to Oct 2024
- Mod Volleyball ClubJun 2020 to Oct 2020
- StudentFeb 2020 to May 2020
- Pipeline Volleyball ClubSep 2017 to Feb 2020
- Chicago Sport and Social ClubMay 2017 to Aug 2019
- StudentNov 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 8194616
- Firm CRD
- 119290