Bradley
Wilks
Pbmares Wealth Management LLC
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About this Advisor
Bradley Wilks is a financial advisor based in Fairfax, Virginia, working with Pbmares Wealth Management LLC. Bradley has previously held positions at Mass Mutual Greater Washington, Lindsey Financial Solutions, Pbmares Wealth Management, and Pbmares Insurance Solutions. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Bradley is part of Pbmares Wealth Management LLC, which operates out of Fairfax, Virginia. The firm has 11 offices and 20 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Pbmares Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pbmares Wealth Management LLC Brokerage Details
$1,137,134,970
20
2,421
$469,696
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Bradley Wilks Work History
Pbmares Wealth Management
Pbmares Insurance Solutions
Lindsey Financial Solutions
Mass Mutual Greater Washington
Disclosures
Please visit the SEC profile of Bradley Wilks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pbmares Wealth Management LLC
Harrisonburg, VA
Williamsburg, VA
Fairfax, VA
Fredericksburg, VA
Williamsburg, VA
Harrisonburg, VA
Fairfax, VA
Fairfax, VA
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