Chip Bradford

Background

About Chip Bradford

My mission is to help my clients be in tune with their finances and have confidence in their investment strategies. I believe in building a relationship based upon trust, communication, and integrity. I specialize in working with: 1) Entrepreneurs 2) Corporate executives 3) Wealthy individuals What can I help you with? Comprehensive financial planning, portfolio management, rolling over 401ks, and managing your budget. We are a relationship based financial firm, committed to partnering with our clients to better understand their needs, their lives, and their goals. Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Securities offered through LPL Financial. Member FINRA/SIPC. The investment advisor representative of NewEdge Advisors, LLC is also a registered representative of LPL Financial, Member FINRA/SIPC. NewEdge Advisors, LLC and Castle Wealth Partners are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to Q2 below. Investment advisory services are only offered to clients where NewEdge Advisors, LLC doing business as Castle Wealth Partners and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Castle Wealth Partners unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of LPL Financial or NewEdge Advisors, LLC and have not been reviewed by either entity for accuracy or completeness.