linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Issac Shipp

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Issac Shipp

Brandon Issac Shipp is a registered representative with Charles Schwab & CO., Inc. in Westlake, TX. Brandon has been in the securities industry since December 9, 2020. Brandon previously worked at TD Ameritrade, Inc. in Southlake, TX. Brandon holds Series 63, 66 and 7 licenses and the SIE exam. Brandon is registered to provide investment advice in 53 states and the District of Columbia. Brandon is also registered as an Investment Advisor Representative in Colorado and Texas. Brandon is currently active with Charles Schwab & CO., Inc. in both the Broker-Dealer and Investment Advisory business. Brandon is also a DoorDash/Grub Hub food delivery driver for 20-40 hours per month, but this does not occur during securities trading hours.

Firm Information

Brandon Shipp is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Shipp’s Registration & Firm History

TX

02/24/2023 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

12/10/2020 - 10/20/2021

TD AMERITRADE, INC. (Southlake TX)

Not sure if Brandon Issac Shipp is right for you?

Licenses & Designations

BOTH

Issued 02/24/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brandon Issac Shipp.
Not sure if Brandon Issac Shipp is right for you?