Bradley Mitchell
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Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Bradley Mitchell

Senior Vice President–Wealth Management


Personal & Community

  • Arbitrator, National Association of Securities Dealers

Bradley Mitchell holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #0730941).

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IA
  • ID
  • NC
  • NH
  • NJ
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • WA
  • WI

Bradley Mitchell

Education

  • California State University, Chico

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
  • Agent License #0730941

Bradley Mitchell

1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

Bradley Mitchell

Senior Vice President–Wealth Management


Personal & Community

  • Arbitrator, National Association of Securities Dealers

Bradley Mitchell holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #0730941).

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IA
  • ID
  • NC
  • NH
  • NJ
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • WA
  • WI

Education

  • California State University, Chico

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
  • Agent License #0730941
1610 Arden Way
Suite 200
Sacramento, CA 95815
  • (916) 648-7237

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation

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Exceptional financial strength and stability

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$3.9 trillion

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As of 12/31/2022

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Insights

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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