CRD: 301915
Spectrum Financial Advisors LLC
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- Custodian
- Charles Schwab & Company · Principal · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-24-2019
- Office Locations
- 1
Office Locations
About Spectrum Financial Advisors LLC
Spectrum Financial Advisors is a Brentwood, TN RIA serving retail clients with long-term, relationship-driven advice. The firm provides financial planning, portfolio construction, retirement and estate planning, and insurance guidance, with experience supporting business owners, business succession and charitable giving. Portfolios commonly use ETFs and fixed income and may incorporate alternatives. Founded by David Bradley, a former Wells Fargo Advisors leader (since 1984) with firm-wide recognition since 1997.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID WAYNE BRADLEY
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1270392
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,514,823 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,514,823 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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