Unclaimed
Brandon Dexter is a financial advisor with LPL Enterprise, LLC based in Columbus, Indiana. Brandon has been in the financial services industry since 2005 and has a strong background in both investment and insurance. He holds Series 6, 7, 26, 63 and 65 licenses and has been registered with the state of Indiana since 2014. Brandon is committed to providing personalized financial planning services that help clients achieve their financial goals. He specializes in working with individuals, businesses, and families. Brandon is also affiliated with Prudential Insurance Company of America.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/14/2024 - Present
LPL Enterprise, LLC (COLUMBUS IN)
CA
08/22/2005 - 02/02/2006
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IA
Issued 02/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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