Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Bullock is a registered investment advisor representative at Lincoln Douglas Investments, LLC. Brandon has been in the securities industry since 2004. Brandon is licensed to provide investment advice in 12 states and holds the Series 7, 66, 4, 24, 53, 27, 99TO and SIE securities licenses. Brandon specializes in financial planning and portfolio management for individuals.
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.
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
OH
11/10/2011 - Present
Lincoln Douglas Investments, LLC (MT. VERNON OH)
OH
03/01/2007 - 04/01/2010
WUNDERLICH SECURITIES, INC. (HARTVILLE OH)
OH
10/21/2005 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
WI
07/01/2005 - 09/08/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
OH
11/28/2003 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
NY
09/13/2003 - 09/22/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
03/27/2003 - 07/21/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/27/2003 - 07/21/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/17/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2005
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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