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Bradley Swisher

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Drums, PA

Credentials

Series 63

Industry experience

27 years

About

Bradley Swisher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 27 years of industry experience. He has worked at multiple firms including Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. He is also the owner of Swisher Financial, an independent insurance agency. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers across multiple account platforms.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Drums, PA

Most active in

Pennsylvania

Work history

Cambridge Investment Research, Inc.

2019 - Present (7 years)

Cambridge Investment Research Advisors, Inc

2019 - Present (7 years)

Royal Alliance Associates, INC.

2018 - 2019 (1 year)

Signator Investors, inc.

2016 - 2018 (2 years)

Swisher Financial

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Options & derivatives strategies Real estate investing General tax planning
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Series 63, Series 66

Conyngham, PA

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General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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CFP®, Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kevin K

Series 63, Series 65, Series 66

Nesquehoning, PA

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ESG / Sustainable investing Passive / index investing Options & derivatives strategies Real estate investing
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