Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Keith Allen is a registered investment advisor representative with Aaim Financial. Allen has been working in the financial services industry since 2014. He has experience with Edward Jones, LPL Financial LLC, and TriCities Advisors. Allen's previous experience includes working with Integrity Agency Corporation and Benefits Plus. Allen is currently registered with the states of Mississippi and Tennessee. Allen holds the Series 7 and Series 66 securities licenses and has passed the SIE exam. Allen specializes in providing financial planning services.
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.
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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TN
03/21/2022 - Present
Aaim Financial (GREENEVILLE TN)
TN
04/06/2015 - 11/19/2020
LPL FINANCIAL LLC (JOHNSON CITY TN)
TN
02/25/2014 - 01/07/2015
EDWARD JONES (MORRISTOWN TN)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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