Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Craig Smith is an Investment Adviser Representative with Patriot Investment Management Group Inc. He is a registered Investment Adviser with the state of Tennessee. Brandon has been in the industry since July 2019. Prior to joining Patriot Investment Management Group Inc., Brandon was employed at THIERRY V SOMMER & ASSOCIATES and THIRD GROUP PROPERTIES. Brandon is also a registered representative in the state of Tennessee.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
Referral fees (solicitor for other investment adviser)
1
2
TN
03/17/2020 - Present
Patriot Investment Management Group Inc. (KNOXVILLE TN)
IA
Issued 03/16/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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