Julie Leidy Bradsher

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 10/2019
  1St Global Capital Corp.
  Falls Church, VA
• 09/2004 → Present
  Bay Business Group
  Falls Church, VA
• 03/2007 → 10/2019
  1St Global Advisors, Inc.
  Falls Church, VA
• 08/2009 → 09/2025
  Avantax Insurance Services, Inc.
  Falls Church, VA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Falls Church, VA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Falls Church, VA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Falls Church, VA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Falls Church, VA
  Arlington, VA
• 2007-03-19 → 2019-10-25
  1St Global Advisors Inc
  Falls Church, VA

Other Businesses

1) BBG FINANCIAL PLANNING LLC, (FORMERLY BBG INVESTMENTS, LLC) POSITION: null NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 6 START DATE: 04/01/2007 DESCRIPTION: Provide financial services to clients. 2) LINCOLN NATIONAL LIFE INSURANCE COMPANY DBA LINCOLN FINANCIAL GROUP POSITION: AGENT/FINANCIAL ADVISOR NATURE: LIFE INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2014 ADDRESS: Omaha NE 68103, United States DESCRIPTION: PUBLICLY TRADED. FSG RECOMMENDED A LINCOLN FINANCIAL GROUP TO REPLACE AN EXISTING GROUP LIFE AND DISABILITY POLICY. THE CLIENT APPROVED THE REPLACEMENT SINCE IT WAS MORE COMPETITIVE THAN WHAT WAS IN PLACE; I AM THE FINANCIAL ADVISOR FOR THE COMPANY, BRIDGEPHASE. I DID THEIR FIRST GROUP LIFE AND DISABILITY PLAN WITH RELIANCE, IN CONJUNCTION WITH FSG, AND NOW HAVE RECOMMENDED THE LINCOLN PRODUCT AS THEIR REPLACEMENT. 3) BAY BUSINESS GROUP POSITION: VICE PRESIDENT, SALES AND MARKETING NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: null START DATE: 09/01/2004 DESCRIPTION: Provide financial services to clients.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-09

Designations

• Certified Financial Planner

Other Names

• Julie Annetta Leidy