Unclaimed
Brandon Lamar Barfield is an investment advisor representative with Larson Financial Group, LLC. Brandon has been in the industry for over 10 years, previously working with Woodstock Financial Group, Inc. and Alps Distributors, Inc. Brandon has experience in financial planning, pension consulting and selection of other advisors. Brandon holds the Series 6, Series 7, Series 63 and Series 65 licenses.
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
GA
02/06/2017 - Present
Larson Financial Group, LLC (Woodstock GA)
GA
08/15/2011 - 10/18/2011
WOODSTOCK FINANCIAL GROUP, INC. (WOODSTOCK GA)
GA
11/21/2008 - 04/29/2009
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
IA
Issued 12/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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