Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Koichi Calhoun is a financial advisor at Osaic Wealth, Inc., based in Clovis, California. Brandon has been in the financial services industry since 2008 and has a strong track record of providing financial guidance to individuals, families, and businesses. Brandon specializes in financial planning, portfolio management, and retirement planning. Brandon holds the Series 66, Series 7, and SIE licenses and is registered in several states. Prior to joining Osaic Wealth, Inc., Brandon worked for RBC Capital Markets, LLC, Wells Fargo Clearing Services, LLC, and Cruttenden Roth Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (CLOVIS CA)
CA
05/24/2017 - 12/18/2019
RBC CAPITAL MARKETS, LLC (FRESNO CA)
CA
07/16/2008 - 05/25/2017
WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)
CA
02/27/1998 - 06/08/1998
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 08/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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