Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Kershaw is a financial advisor currently registered with Captrust in Dallas, TX. Brandon is a Certified Financial Planner. Brandon has been working in the financial industry since 2003. Brandon has a Series 65 license and is registered as an Investment Advisor Representative in Texas. Brandon specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Brandon also works as a partner at Bear Partners SA LLP, a holding company in San Antonio, TX.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/23/2023 - Present
Captrust (Dallas TX)
IA
Issued 08/06/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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