Bradley C. Van Vechten
Professional summary
Bradley Charles Van Vechten, CFP®, CIMA®, who also goes by Bradley Charles Vanvechten, is a registered financial advisor currently at PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC located in Bellevue, Washington.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bradley has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Charles Van Vechten's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
July 25, 2013 - Present
PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC
Office #1: 11232 Ne 15th Street, Suite 100, Bellevue, WA 98004September 16, 2011 - April 17, 2013
CHARLES SCHWAB & CO., INC.
September 16, 2011 - April 17, 2013
CHARLES SCHWAB & CO., INC.
May 29, 2001 - September 7, 2011
LPL FINANCIAL LLC
May 18, 2001 - September 7, 2011
LPL FINANCIAL LLC
July 26, 1999 - June 5, 2001
PIPER SANDLER & CO.
May 5, 1997 - August 25, 1999
U.S. BANCORP ADVISORS, LLC
March 28, 1995 - May 5, 1997
IFMG SECURITIES, INC.
February 24, 1994 - November 7, 1994
IDS LIFE INSURANCE COMPANY
February 24, 1994 - November 7, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/8/2016)
(7/25/2013)
Exams
Current Firm
PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC
CRD#: 167564 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 43,674,278 |
Red Flags
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