BH
BH
Bradley Heath
20 Years of Experience
Vancouver, WA
1 DisclosureBroker
Bradley Heath is a registered investment advisor at Cetera Investment Advisers LLC, based in Vancouver, WA, with 20 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
8405 NE Vancouver Mall Drive, Vancouver, WA, 98662
Get directionsHistory
Regulatory History (1)
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Criminal
September 2000Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2018 - Present · 8 yrs 2 mos
Cetera Investment Services LLC
March 2018 - Present · 8 yrs 2 mos
Cetera Investment Services LLCBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2014 - February 2018 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLC
May 2014 - February 2018 · 3 yrs 9 mos
Edward Jones
September 2008 - May 2014 · 5 yrs 8 mos
Edward JonesBroker
September 2008 - May 2014 · 5 yrs 8 mos
Edward Jones
April 2007 - August 2008 · 1 yr 4 mos
Edward JonesBroker
January 2006 - August 2008 · 2 yrs 7 mos
State Registrations10 states
AZCAIDKSMONVORWAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.