Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Harrell is a financial advisor with Thompson Siegel & Walmsley LLC, an investment advisory firm based in Richmond, Virginia. Brandon has been in the financial services industry since 1996 and has a wide range of experience in financial planning, portfolio management, and investment advice. Brandon holds the Series 7, Series 63 and Series 65 licenses, and is also a Chartered Financial Analyst (CFA). Brandon specializes in providing financial advice to individuals, families, businesses, and institutions. Brandon is committed to providing his clients with personalized financial advice and strategies that are tailored to their specific needs and 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.
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.
Strategic management for diversified investment portfolios.
Unified managed accounts
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.
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.
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VA
11/08/1996 - Present
Thompson Siegel & Walmsley LLC (RICHMOND VA)
VA
01/02/2014 - 10/07/2016
FUNDS DISTRIBUTOR, LLC (RICHMOND VA)
VA
06/29/2006 - 12/31/2013
OLD MUTUAL INVESTMENT PARTNERS (RICHMOND VA)
ME
06/29/2004 - 06/14/2006
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
ME
12/03/2003 - 06/24/2004
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
BC
Issued 12/12/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/23/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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