Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Smith is a financial advisor with Flywheel Private Wealth LLC. Brandon has been in the financial services industry since 2006 and has a strong track record of success. Brandon is a Certified Financial Planner™ and has a Series 7 and Series 66 licenses. Brandon has experience working with a variety of clients, including high-net-worth individuals and businesses. Brandon has been affiliated with Flywheel Private Wealth LLC since June 2023. Before that, Brandon worked for Wells Fargo Clearing Services, LLC from June 2012 to June 2023. In addition to his work as a financial advisor, Brandon is also a board member and investment committee member of the Los Altos Rotary Endowment Fund.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/12/2023 - Present
Flywheel Private Wealth LLC (LOS ALTOS CA)
CA
06/15/2012 - 06/29/2023
WELLS FARGO CLEARING SERVICES, LLC (LOS ALTOS CA)
CA
05/02/2009 - 06/19/2012
CHASE INVESTMENT SERVICES CORP. (SUNNYVALE CA)
CA
07/08/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (SUNNYVALE CA)
UT
04/07/2006 - 07/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
UT
02/07/2006 - 04/05/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
BOTH
Issued 02/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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