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Bradley Wilson

Fletcher Financial Group

West Monroe, LA

CRD 7785726

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Employer firm

Fletcher Financial Group CRD 152609

$133M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Fletcher Financial Group

3800 Cypress St, West Monroe, LA 71291 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-07-20
  • LA RA
    APPROVED
    Since 2023-07-20

Branch Locations

3800 Cypress St, West Monroe, LA 71291 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Community Coffee West Monroe LA 01/2009 06/2021
Retired West Monroe LA 06/2021 07/2023
Fletcher Financial Group West Monroe LA 07/2023 Present
  • 01/2009 → 06/2021
    Community Coffee
    West Monroe, LA
  • 06/2021 → 07/2023
    Retired
    West Monroe, LA
  • 07/2023 → Present
    Fletcher Financial Group
    West Monroe, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-26
  • S65 Uniform Investment Adviser Law Examination
    2023-06-26

View on SEC IAPD

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