Unclaimed
Brandon Vanlandingham is an investment advisor representative with Perissos Private Wealth Management. Brandon has been in the financial services industry since 2006. Brandon has been associated with Perissos Private Wealth Management since 2015. Prior to that, Brandon was associated with firms including SagePoint Financial, Inc. and PURSHE KAPLAN STERLING INVESTMENTS. Brandon holds a Series 7 General Securities Representative Examination and a Series 66 Uniform Combined State Law Examination. Brandon is registered in Louisiana, Oklahoma, and Texas. Brandon provides investment advice and financial planning services to individuals, corporations, and other investment advisors.
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.
1
2
OK
02/04/2020 - Present
Perissos Private Wealth Management (Bethany OK)
OK
07/27/2009 - 12/31/2013
PURSHE KAPLAN STERLING INVESTMENTS (BETHANY OK)
OK
02/13/2007 - 07/31/2009
SAGEPOINT FINANCIAL, INC. (BETHANY OK)
BOTH
Issued 05/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brandon Vanlandingham is the right advisor for you? Invested Better is here to help.