Bradley Ledford has been an investment adviser representative at FWG Holdings since June 2020, and is not listed among the firm’s executive officers or direct owners.
FWG Holdings, LLC is a Winter Park, FL firm with $439M under management, 384 clients and 5 advisers in one office, as of its March 2026 filing.
Brad Ledford is Financial Advisor and Insurance Agent in Charge of Fortress Wealth Group. He offers financial planning, tax strategies, insurance solutions and investment consulting, and oversees FWG Holdings Insurance Agency.
Bradley Ledford’s longest registration is the current one, 6 years at FWG Holdings since 2020. Before joining FWG Holdings in 2020, Bradley Ledford was registered through Ameriprise Financial Services, LLC.
- Fortress Wealth GroupCurrent– present · 6 yearsWinter Park, FL · Adviser representative · Firm CRD 308968
- Ameriprise Financial Services, LLC.– · 3 yearsOrlando, FL · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Bradley Ledford is registered as an investment adviser representative in 2 states. The first approvals date from June 2020; the most recent is Texas, in December 2020.
- FloridaSince 26 June 2020
- TexasSince 24 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 October 2016 |
| Series 7 | General Securities Representative Examination | 26 August 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bradley Davis Ledford
- CRD
- 6659480
- Firm
- FWG Holdings · CRD 308968
- Office
- 1099 W MORSE BLVD, Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortresswealthgroup.com
Where does Bradley Ledford work?
Bradley Ledford is an investment adviser representative registered through FWG Holdings, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Bradley Ledford a financial advisor?
Yes. Bradley Ledford has a current investment-adviser registration in Florida and Texas, through FWG Holdings since June 2020.
How many years of experience does Bradley Ledford have?
Bradley Ledford has 9 years in the financial industry, since November 2016, across 2 adviser firms.
What exams has Bradley Ledford passed?
Bradley Ledford has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2016. FINRA credited Bradley Ledford with the SIE, which began in October 2018.
Where did Bradley Ledford work before FWG Holdings?
Before FWG Holdings, Bradley Ledford was registered through Ameriprise Financial Services, LLC., October 2016 to April 2020.
Where is Bradley Ledford based?
Bradley Ledford’s registered office is in Winter Park, FL.
Is Bradley Ledford registered with FINRA?
No. Bradley Ledford has no current broker registration.
How can I verify Bradley Ledford’s record?
Search CRD 6659480 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Ledford’s full registration record.
