Bradford Cecil Clinard

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 04/2016 → 09/2017
  Wells Fargo Advisors Financial Network, Llc
  High Point, NC
• 09/2017 → Present
  Lpl Financial, Llc
  High Point, NC
• 09/2017 → Present
  Newedge Advisors, Llc (Gwm Advisors, Llc)
  High Point, NC

Previous Registrations

• 2016-04-22 → 2017-09-25
  Wells Fargo Advisors Financial Network, Llc
  High Point, NC
• 2010-05-03 → 2016-04-22
  Wells Fargo Clearing Services, Llc
  High Point, NC
  Charlotte, NC

Other Businesses

1. 9/21/2017 - Clinard Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/20/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 2. 9/28/2017 - GWM Advisors, LLC - DBA: (Hybrid) Clinard Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/20/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 3. 2/27/2018 - Clinard Financial - DBA: (Hybrid) Goss Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IRA - Started 02/22/2018 - 160 Hours Per Month/140 Hours During Securities Trading. 4. 1/16/2019 - Clinard Financial LLC - DBA: Clinard Financial Design - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/11/2019 - 160 Hours Per Month/140 Hours During Securities Trading. 5. 07/02/2019 - Clinard Financial LLC - DBA:High Point Financial Design - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:08/12/2019 - 140 hrs/mo - 140 hrs during trading. 6. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/20/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors LLC, an independent investment advisor firm. I started this business activity in 09/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-30

Designations

• Certified Financial Planner

Other Names

• Brad C. Clinard
• Bradford Clinard