Bradley Leveque, financial advisor Bellevue WA

Bradley Leveque

CRD Number: 1331091
Current Firm: Buck Wealth Strategies, LLC

Bradley Leveque (CRD# 1331091) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Bellevue, WA and has over 39 years of experience in the finance industry. Bradley Leveque has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Buck Wealth Strategies, LLC Bellevue, WA Feb 2023 - Current 1
E.a. Buck Insurance Dba E.a. Buck Financial Services Bellevue, WA Apr 2022 - Current 1
Madison Avenue Securities San Diego, CA Apr 2022 - Current 1
Ae Wealth Management LLC Topeka, KS Apr 2022 - Current 1
Leveque Financial Services Inc. Bellevue, WA Jul 1988 - Current 35
Securities America, Inc. Bellevue, WA Nov 2020 - Apr 2022 1
Arbor Point Advisors Bellevue, WA Nov 2020 - Apr 2022 1
Kms Financial Services, Inc. Seattle, WA Feb 1999 - Nov 2020 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Oct 1993
Contact Info for Bradley J. Leveque
Phone Number: 888-210-6567
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    134
    MILLIONS
  • Total Number of Accounts
    892
    ACCOUNTS
  • Average Account Value
    $150,505
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, HI, NC, NM, NV, NY, OR, SC, TX, UT, WA, WI

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