Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon McIlroy is a financial advisor at LPL Financial LLC. Brandon has over 14 years of experience in the financial services industry. Brandon holds Series 6, 63, and 65 licenses, as well as the SIE. Brandon is registered to provide financial advice in Colorado and Texas. Brandon's previous experience includes working at OSAIC FA, INC. Brandon is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
1
2
CO
08/05/2024 - Present
LPL Financial LLC (HIGHLANDS RANCH CO)
CO
12/18/2009 - 08/08/2024
OSAIC FA, INC. (DENVER CO)
IA
Issued 08/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon McIlroy is the right advisor for you? Invested Better is here to help.
