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Bradford Douglas Houchins Jr.

Investment Adviser Representative at River Wealth Advisors LLC

Allentown, PACRD #4304109Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bradford Douglas Houchins Jr. is an investment adviser representative with River Wealth Advisors LLC in Allentown, PA, where they have been registered since 2024. They have worked in the securities industry since 2000 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/14/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/22/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/7/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

River Wealth Advisors LLCCurrent
7/10/2024 – Allentown, PA
Fidelity Personal AND Workplace Advisors
7/13/2018 – 7/26/2024Center Valley, PA
Strategic Advisers LLC
9/25/2015 – 7/13/2018Center Valley, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fidelity Brokerage Services LLC
    Sep 2015 – Jul 2024King of Prussia, PA
  2. Fidelity Personal AND Workplace Advisors
    Jul 2018 – Jul 2024Boston, MA
  3. River Wealth Advisors LLC
    Jul 2024 – no end date reportedCamp Hill, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About River Wealth Advisors LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0125

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management, comprehensive advice and financial planning, retirement planning, trust and estate planning, legacy mapping, business planning, female focused investing, retirement plans for businesses, non-profit partnerships, business valuation consulting, loans and financing, succession planning, budgeting and cash management, home mortgage, tax planning strategies, charitable giving, education planning, long-term care, Medicare planning, and wealth transfer.

Retirement PlanningEstate PlanningTax PlanningInsuranceCollege PlanningCharitable GivingMedicareWealth Management
Firm areas of expertise
Wealth ManagementFinancial PlanningRetirement PlanningEstate PlanningTrust PlanningBusiness PlanningTax PlanningFemale Focused InvestingLegacy MappingSuccession PlanningEducation Planning+4 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
16
Offices listed on AdvisorFinder:
2
Main office:
Camp Hill, PA
SEC file number:
801-80629

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 9, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bradford Douglas Houchins Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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