Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Melton is a financial advisor with Avantax Advisory Services. Brandon has been working in the financial industry since 2006 and has been registered with the state of Texas since 2019. Brandon provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Brandon is also a registered representative of Avantax Investment Services, Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (DALLAS TX)
TX
02/12/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
09/24/2010 - 05/16/2012
BEHRINGER SECURITIES LP (ADDISON TX)
TX
07/24/2006 - 03/05/2010
H.D. VEST INVESTMENT SERVICES (IRVING TX)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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