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Brandon Lynn French

Tiaa-Cref Individual & Institutional Services, LLC

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About Brandon Lynn French

Brandon Lynn French is a financial advisor who has been in the industry since July 2016. Brandon is registered with TIAA-CREF Individual & Institutional Services, LLC and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brandon can provide financial planning, investment advice, and portfolio management services to help clients reach their financial goals.

Firm Information

Brandon French is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Brandon French’s Registration & Firm History

AZ

07/09/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Phoenix AZ)

IL

11/29/2017 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)

CO

12/11/2014 - 08/24/2017

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

CO

09/16/2013 - 09/15/2014

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 08/07/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/19/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Lynn French.
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