Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Glen Burroughs is a financial advisor with IMA Advisory Services, Inc. located in Pasadena, CA. Brandon is a registered investment advisor representative in the state of California and has been in the industry since 2012. Brandon specializes in providing financial planning, portfolio management, and pension consulting services. Brandon is a Series 6 and 63 licensed professional and has worked with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Brandon's previous experience includes working at FINANCIAL TELESIS INC. in Pasadena, CA. Brandon is also an Assistant Vice President at Bolton (an IMA Company) where Brandon provides employee benefits, insurance, and risk management services.
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.
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.
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CA
03/03/2023 - Present
IMA Advisory Services, Inc. (Pasadena CA)
CA
12/21/2012 - 06/24/2014
FINANCIAL TELESIS INC (PASADENA CA)
BC
Issued 01/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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