Bradford Combes has been an investment adviser representative at Virtus Financial Partners since December 2022, and is not listed among the firm’s executive officers or direct owners.
Virtus Financial Partners, LLC is a firm with $153M under management, 675 clients and 3 advisers in one office, as of its September 2026 filing.
Brad Combes is Partner & Financial Advisor of Virtus Financial Partners. He works closely with dentists to simplify the financial complexity that comes with every career stage, from managing student debt to building long-term wealth.
Bradford Combes’ longest registration is the current one, 3 years at Virtus Financial Partners since 2022. Before joining Virtus Financial Partners in 2022, Bradford Combes was registered through Principal Securities, Inc.
- Virtus Financial PartnersCurrent– present · 3 yearsWinter Park, FL · Adviser representative · Firm CRD 323365
- Principal Securities, Inc.– · 2 yearsMaitland, FL · Adviser representative · Firm CRD 1137
Professional designations
Listed by Virtus Financial Partners
- CLU®
Investment adviser representative registrations
Bradford Combes is registered as an investment adviser representative in 2 states. Each was approved in December 2022.
- FloridaSince 12 December 2022
- TexasSince 5 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 5 September 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 December 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bradford John Combes
- CRD
- 5212463
- Firm
- Virtus Financial Partners · CRD 323365
- Office
- Winter Park, FL
- Registration
- Investment adviser registration
- In the industry since
- January 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- virtusfinancialpartners.com
Where does Bradford Combes work?
Bradford Combes is an investment adviser representative registered through Virtus Financial Partners, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Bradford Combes a financial advisor?
Yes. Bradford Combes has a current investment-adviser registration in Florida and Texas, through Virtus Financial Partners since December 2022.
How many years of experience does Bradford Combes have?
Bradford Combes has 17 years in the financial industry, since January 2009, across 2 adviser firms.
What exams has Bradford Combes passed?
Bradford Combes has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in December 2006. FINRA credited Bradford Combes with the SIE, which began in October 2018.
Where is Bradford Combes based?
Bradford Combes’ registered office is in Winter Park, FL.
Is Bradford Combes registered with FINRA?
No. Bradford Combes has no current broker registration.
How can I verify Bradford Combes’ record?
Search CRD 5212463 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradford Combes’ full registration record.
