Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon L. Glasscock is a financial advisor with over 20 years of experience in the industry. Brandon is currently registered with Concurrent Investment Advisors, LLC. Brandon has a strong background in financial planning, portfolio management, and investment advisory services. Brandon has been a Registered Representative and Investment Advisor Representative with Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and Capital One Investments, LLC. Brandon is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your 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.
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
FL
04/25/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
TX
01/13/2022 - 05/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Houston TX)
TX
01/03/2011 - 01/19/2022
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
08/07/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
TX
05/25/2006 - 08/01/2007
CAPITAL ONE INVESTMENTS, LLC (HOUSTON TX)
LA
08/12/2004 - 12/31/2005
NEXT FINANCIAL GROUP, INC. (COVINGTON LA)
CA
04/27/2004 - 08/16/2004
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NE
09/07/2000 - 04/19/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 07/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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