linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley Christopher Wilks

Pbmares Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley Christopher Wilks

Bradley Wilks is a registered investment advisor representative with Pbmares Wealth Management LLC and has been in the industry for over 4 years. Bradley is a registered investment advisor in Virginia and holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Bradley Wilks is currently registered with Pbmares Wealth Management LLC. Pbmares Wealth Management LLC is a Williamsburg, Virginia-based wealth management firm with over $1 billion in assets under management. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to a variety of clients including individuals, high net worth individuals, corporations, charitable organizations, and pension plans.
Pbmares Wealth Management LLC

4801 COURTHOUSE STREET

WILLIAMSBURG, VA 23188

$1.14B

Assets Under Management

2

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley Wilks’s Registration & Firm History

VA

11/10/2016 - Present

Pbmares Wealth Management LLC (FAIRFAX VA)

MD

01/12/2015 - 08/04/2016

MML INVESTORS SERVICES, LLC (ROCKVILLE MD)

Not sure if Bradley Christopher Wilks is right for you?

Licenses & Designations

IA

Issued 04/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Christopher Wilks.
Not sure if Bradley Christopher Wilks is right for you?