Adam Bileckyj (CRD# 6650371) is an Investment Advisor Representative working at Brightway Wealth Planning in Poway, CA and has over 7 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bileckyj, Adam Peter Dba Brightway Wealth Planning | Poway, CA | Feb 2020 - Current | 4 |
| Independent Insurance Agent | Poway, CA | Oct 2019 - Current | 4 |
| Principal Securities Inc. | San Diego, CA | Jan 2019 - Oct 2019 | < 1 |
| Principal Life Insurance Company | San Diego, CA | Dec 2018 - Oct 2019 | < 1 |
| Princor Financial Services Corp | San Diego, CA | May 2016 - Jan 2019 | 2 |
| Principal Life Insurance Company | San Diego, CA | May 2016 - Dec 2018 | 2 |
| Adam Bileckyj | Poway, CA | Nov 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
| S63 | Uniform Securities State Law Examination | Sep 2016 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$42,389
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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