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.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
- WA
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Total Assets Under Management134MILLIONS
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Total Number of Accounts892ACCOUNTS
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Average Account Value$150,505
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, HI, NC, NM, NV, NY, OR, SC, TX, UT, WA, WI
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