Bradley Chapman, financial advisor Westlake Village CA

Bradley Chapman

CRD Number: 4457480
Current Firm: Opus Private Wealth Group, LLC

Bradley Chapman (CRD# 4457480) is an Investment Advisor Representative working at Opus Private Wealth Group, LLC in Westlake Village, CA and has over 22 years of experience in the finance industry. Bradley Chapman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Opus Private Wealth Group, LLC Westlake Village, CA Jul 2014 - Current 9
American Express Financial Advisors Los Angeles, CA Sep 2001 - Jul 2014 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Bradley D. Chapman
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $468,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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