linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon James Allred

Osaic Institutions, 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 James Allred

Brandon James Allred is a financial advisor with Osaic Institutions, Inc., based in Byron Center, MI. Brandon has been in the financial services industry since 2019. He is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, 6TO, and SIE licenses. Brandon specializes in providing financial planning, portfolio management, and selection of other advisors services to individuals and corporations. He is also a registered investment advisor in Michigan. Previously, Brandon was affiliated with LPL Financial LLC in Grandville, MI.

Firm Information

Brandon Allred is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

solicitation services for other advisers

Solicitation services for other advisers

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

percentage of assets

A percentage of the total value of assets under management is charged.

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 Allred’s Registration & Firm History

MI

06/13/2024 - Present

Osaic Institutions, Inc. (BYRON CENTER MI)

MI

02/01/2024 - 05/08/2024

LPL FINANCIAL LLC (GRANDVILLE MI)

MI

03/19/2021 - 02/01/2024

OSAIC INSTITUTIONS, INC. (Granville MI)

Not sure if Brandon James Allred is right for you?

Licenses & Designations

BC

Issued 07/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon James Allred.
Not sure if Brandon James Allred is right for you?