Bradley Chapman, financial advisor Los Angeles CA
96 score

Bradley Chapman

CRD 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 15 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.

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Professional Designations
Company Name Location Dates Years
Opus Private Wealth Group, LLC Los Angeles, CA Jul 2014 - Current 2
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
Contact Info for Bradley D. Chapman
Phone Number: 310-850-3187
Firm Website: https://www.opuspwg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $134,921
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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