Bradley
Leveque
Buck Wealth Strategies, LLC
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About this Advisor
Bradley Leveque is a financial advisor based in Bellevue, Washington, working with Buck Wealth Strategies, LLC. Bradley has previously held positions at Kms Financial Services, Inc, Leveque Financial Services Inc, Securities America, Inc, Arbor Point Advisors, E.A. Buck Insurance Dba E.A. Buck Financial Services, Madison Avenue Securities, Ae Wealth Management LLC, and Buck Wealth Strategies, LLC. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Bradley is part of Buck Wealth Strategies, LLC, which operates out of Bellevue, Washington. The firm has 11 offices and 66 employees. The firm manages assets totaling $299.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Buck Wealth Strategies, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buck Wealth Strategies, LLC Brokerage Details
$299,865,422
66
1,979
$151,524
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Bradley Leveque Work History
Buck Wealth Strategies, LLC
E.A. Buck Insurance Dba E.A. Buck Financial Services
Madison Avenue Securities
Ae Wealth Management LLC
Leveque Financial Services Inc
Securities America, Inc
Arbor Point Advisors
Kms Financial Services, Inc
Disclosures
Please visit the SEC profile of Bradley Leveque to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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