Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Christopher Filer is a financial advisor with over 10 years of experience in the industry. Brandon currently works at Orion Portfolio Solutions, LLC. Orion Portfolio Solutions, LLC is a large firm with over $10 billion to $50 billion in assets under management. They specialize in providing advisory services to individuals, businesses, and pooled investment vehicles. Brandon has been registered with the state of Nebraska since 2022. Previously, Brandon worked at HighTower Securities, LLC, LPL Financial LLC, BMO Harris Financial Advisors, Inc., Bankers Life Securities, Inc., Portfolio Brokerage Services, Inc., UnionBanc Investment Services, LLC, Zecco Trading, Inc., and Wells Fargo Investments, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for educational savings & able plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NE
01/26/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IL
08/16/2021 - 06/16/2022
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
IL
05/12/2021 - 08/20/2021
LPL FINANCIAL LLC (CHICAGO IL)
IL
05/06/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
09/27/2018 - 05/07/2019
BANKERS LIFE SECURITIES, INC. (CHICAGO IL)
IL
08/14/2014 - 09/20/2018
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
CA
02/01/2012 - 06/10/2013
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
02/26/2010 - 01/20/2012
ZECCO TRADING, INC. (GLENDALE CA)
CA
03/27/2009 - 09/21/2009
WELLS FARGO INVESTMENTS, LLC (NORTHRIDGE CA)
BOTH
Issued 04/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Filer is the right advisor for you? Invested Better is here to help.
