Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Baltzell is a financial advisor with LPL Financial LLC. Brandon is registered with FINRA as a registered representative and with the state of Utah as an investment advisor representative. Brandon previously worked at Royal Alliance Associates, Inc. in Salt Lake City, UT. Brandon has earned the Series 66, Series 7TO, and SIE licenses. Brandon has a variety of experience in the financial services industry, including roles at Pennington & Company, LaunchPoint Solutions, Mid America Bank, Rocky Mountain High Adventure Base, and Wichita State University. Brandon also owns and operates several businesses outside of the financial services industry. Brandon is licensed to provide investment advice in California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, North Carolina, North Dakota, Pennsylvania, Utah, and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
11/04/2022 - Present
LPL Financial LLC (SALT LAKE CITY UT)
UT
04/23/2022 - 11/07/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SALT LAKE CITY UT)
BOTH
Issued 05/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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