Bradley Barkate (CRD# 6412521) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Bakersfield, CA and has over 5 years of experience in the finance industry.
CRD# 4291736
Lpl Financial LLC
CRD# 6682449
J.p. Morgan Securities LLC
CRD# 1960365
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| California Retirement Capital Management | Bakersfield, CA | Oct 2018 - Current | 5 |
| Ae Wealth Management, LLC | Topeka, KS | Aug 2018 - Current | 5 |
| California Retirement Plans | Bakersfield, CA | Dec 2011 - Current | 12 |
| Tactical Wealth Solutions, LLC | Aliso Viejo, CA | Oct 2014 - Aug 2016 | 1 |
| California State University, Bakersfield | Bakersfield, CA | Sep 2014 - Jun 2016 | 1 |
| Bakersfield College | Bakersfield, CA | Jun 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- CA
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Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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