Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

1100 Corporate Drive, Suite 100, Birmingham, AL, 35242

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley is a registered representative and IAR with RFG Advisory, dedicating nearly full-time hours to these activities. He is also an agent for RFG Solutions LLC, selling insurance products, which also takes nearly full-time hours.

Employment History
Current Registrations
Private Client Services, LLC Broker
June 2018 - Present · 7 yrs 7 mos
Rfg Advisory, LLC
August 2011 - Present · 14 yrs 5 mos
Previous Registrations
LPL Financial LLC Broker
August 2011 - June 2018 · 6 yrs 10 mos
Securities America, INC.Broker
June 2004 - August 2011 · 7 yrs 2 mos
Securities America Advisors, INC.
June 2004 - August 2011 · 7 yrs 2 mos
Lincoln Financial Advisors Corporation
December 2003 - June 2004 · 6 mos
Lincoln Financial Advisors CorporationBroker
December 2003 - June 2004 · 6 mos
The Lincoln National Life Insurance CompanyBroker
December 2003 - June 2004 · 6 mos
Veravest Investment Advisors, INC.
May 2003 - December 2003 · 7 mos
Veravest Investments, INC.Broker
January 2002 - December 2003 · 1 yr 11 mos
State Registrations9 states
ALAZFLGAKYMSSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradley J Kamman - Financial Advisor | AdvisorDiscover