Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Leveque is an active Registered Investment Advisor and a Registered Representative with Buck Wealth Strategies, LLC. Bradley has been in the industry since 1985 and is a CERTIFIED FINANCIAL PLANNER™. Buck Wealth Strategies, LLC is a full-service financial firm that offers financial planning, investment management, and insurance services. The firm manages over $299 million in assets and provides services to individuals, families, businesses, and pension plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
02/27/2023 - Present
Buck Wealth Strategies, LLC (BELLEVUE WA)
WA
11/06/2020 - 04/21/2022
SECURITIES AMERICA, INC. (BELLEVUE WA)
WA
02/08/1999 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (BELLEVUE WA)
AZ
09/26/1996 - 02/08/1999
PENTAD SECURITIES, INC. (SUN CITY AZ)
UT
05/26/1992 - 09/23/1996
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
CA
07/20/1988 - 04/14/1992
PLANNER'S INDEPENDENT MANAGEMENT, INC. (SAN MARCOS CA)
NA
11/05/1986 - 08/23/1988
BENEFITSCORP EQUITIES, INC.
NA
12/20/1984 - 11/25/1986
THE GREAT-WEST LIFE ASSURANCE COMPANY
IA
Issued 10/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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