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Bradley Wilson, portrait

Bradley Wilson

Investment adviser representative at Family Financial Group in West Monroe, LA

Investment adviser registrationUpdated

Bradley Wilson is an investment adviser representative at Family Financial Group, an investment adviser managing $133M, and works from its West Monroe, LA office. Bradley Wilson has been registered through Family Financial Group since 20 July 2023, has 3 years in the industry across 1 firm and has passed the Series 65.

3
Years in industry
3
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Bradley Wilson has been an investment adviser representative at Family Financial Group since July 2023, and is not listed among the firm’s executive officers or direct owners.

Family Financial Group is a West Monroe, LA firm with $133M under management, 500 clients and 3 advisers in one office, as of its March 2026 filing.

Brad Wilson is Advisor at Fletcher Financial Group. He has over 20 years of experience in management and now serves clients as an advisor across North LA.

  1. – present · 3 years
    West Monroe, LA · Adviser representative · Firm CRD 152609

Credentials and registrations

Investment adviser representative registrations

Bradley Wilson is registered as an investment adviser representative in Louisiana, since July 2023.

  • LouisianaSince 20 July 2023

Examinations

Series 6526 June 2023
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
7785726
Firm
Family Financial Group · CRD 152609
Office
3800 CYPRESS ST, West Monroe, LA 71291
Registration
Investment adviser registration
In the industry since
July 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Bradley Wilson work?

Bradley Wilson is an investment adviser representative registered through Family Financial Group since July 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Bradley Wilson a financial advisor?

Yes. Bradley Wilson has a current investment-adviser registration in Louisiana, through Family Financial Group since July 2023.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Bradley Wilson have?

Bradley Wilson has 3 years in the financial industry, since July 2023, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Bradley Wilson passed?

Bradley Wilson passed the Series 65 in June 2023.

Source: IAPD individual record, checked 22 October 2026

Where is Bradley Wilson based?

Bradley Wilson’s registered office is in West Monroe, LA.

Source: IAPD individual record, checked 22 October 2026

Is Bradley Wilson registered with FINRA?

No. Bradley Wilson has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Bradley Wilson’s record?

Search CRD 7785726 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Wilson’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Family Financial Group

Sources

  1. IAPD individual record, CRD 7785726, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Family Financial Group, filed 2 March 2026. Executive officers and direct owners; this person is not among them.
  3. Family Financial Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.