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Branden Casey Faircloth

Charles Schwab & CO., Inc.

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About Branden Casey Faircloth

Branden Casey Faircloth is an investment advisor representative with Charles Schwab & CO., Inc. Branden is a registered investment advisor in Colorado and Texas and has been in the industry for over 6 years. Branden is also a registered representative in Colorado. Previously, Branden was a registered representative with CHARLES SCHWAB & CO., INC. in Lone Tree, CO, and with NIAGARA INTERNATIONAL CAPITAL LIMITED in New York, NY. Branden holds the Series 7, 63 and 65 licenses as well as the SIE exam.

Firm Information

Branden Faircloth is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Branden Faircloth’s Registration & Firm History

CO

06/03/2022 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

03/30/2018 - 06/29/2021

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

NY

06/29/2017 - 09/13/2017

NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)

CO

09/08/2015 - 06/30/2017

WADDELL & REED (DENVER CO)

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Licenses & Designations

BC

Issued 03/30/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/11/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Branden Casey Faircloth.
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