About My Practice
PRIVATE WEALTH MANAGEMENT SOLUTIONS, RIA, Founder and President 2013-present Charles Schwab & Co., Bellevue, WA 2011-2013
Bradley Van Vechten, CFP, RIA, affiliated with LPL, Marin County, CA 2001- 2011
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Chartered Financial Consultant (ChFC®)
- Other - Certified Life Underwriter(CLU®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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