Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Edward Worley is a financial advisor based in Baton Rouge, Louisiana. Brandon has been working in the financial services industry since 2002. He currently is registered with LPL Financial LLC and has been working with the firm since April 2010. Previously, Brandon was registered with CHASE INVESTMENT SERVICES CORP. and FBT INVESTMENTS, INC. Brandon offers a variety of financial services including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
04/05/2010 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
04/26/2007 - 04/05/2010
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
LA
09/11/2006 - 04/20/2007
FBT INVESTMENTS, INC. (NEW ORLEANS LA)
LA
02/17/2006 - 05/23/2006
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
LA
07/23/2002 - 02/09/2006
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
IA
Issued 06/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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