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 Cumba is a financial advisor with Strata Wealth Advisors, LLC. Brandon has been in the industry since 2014 and is registered with the state of Texas as an investment advisor representative. Brandon specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Brandon also offers financial planning and pension consulting 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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TX
04/21/2017 - Present
Strata Wealth Advisors, LLC (Dallas TX)
TX
07/21/2014 - 05/02/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
BC
Issued 09/15/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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