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Robert Hardeman Bradford

Investment Adviser Representative at Valmark Advisers, Inc.

Madison, MSCRD #1324228Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
Exams Passed
7

Professional summary

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

Robert Hardeman Bradford is an investment adviser representative with Valmark Advisers, Inc. in Madison, MS, where they have been registered since 2018. They have worked in the securities industry since 1984 and were previously registered with Centerpoint Advantage, LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Alabama and Mississippi.

Office

224 Waterford Square
Madison, MS 39130

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama, Mississippi
Broker:
8 states and territories

Alabama, Indiana, Mississippi, North Carolina, Tennessee, Texas, Virginia, Washington

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

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/22/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 2/6/1988
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/21/1985
Series 22
Direct Participation Programs Representative Examination
Passed 1/21/1985
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/3/1984
Series 24
General Securities Principal Examination
Passed 10/4/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Valmark Advisers, Inc.Current
3/22/2018 – Madison, MS
Centerpoint Advantage, LLC
9/7/2000 – 12/31/2024Flowood, MS
Valmark Advisers, Inc.
5/20/2002 – 6/5/2002Jackson, MS

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. Pickett Bradford & Assoc, P.a.
    Jun 1972 – Dec 2024Jackson, MS
  2. OHIO National LIFE INS Co
    Oct 1983 – no end date reportedCincinnati, OH
  3. Valmark Securities, Inc.
    Apr 1999 – no end date reportedJackson, MS
  4. Centerpoint Advantage LLC
    Apr 2000 – Dec 2024Flowood, MS
  5. Valmark Advisors, Inc.
    Mar 2018 – no end date reportedAkron, OH

Official records & sources

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

About Valmark Advisers, Inc.

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
Firm account minimum
$50,000 (waivable)
Firm's annual rate schedule by assets
  • Less than $1,000,0001.95%
  • $1,000,001 to $2,000,0001.75%
  • $2,000,001 and above1.50%

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
291
Offices listed on AdvisorFinder:
26
Main office:
Akron, OH
SEC file number:
801-55564

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

Form ADV data as of June 1, 2026

View full firm profile

Other advisors at Valmark Advisers, Inc.

Showing 12 of 291 in the directory

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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. Robert Hardeman Bradford 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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Robert Hardeman Bradford (Valmark Advisers) | AdvisorFinder