Bradley ChapmanCRD Number: 4457480
Current Firm: Opus Private Wealth Group, LLC
Bradley Chapman (CRD# 4457480) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry. Bradley Chapman 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|Opus Private Wealth Group, LLC||Los Angeles, CA||Jul 2014 - Current||3|
|American Express Financial Advisors||Los Angeles, CA||Sep 2001 - Jul 2014||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management34MILLIONS
Total Number of Accounts252ACCOUNTS
Average Account Value$134,921
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses