Unclaimed
Brandon Porter Johnston is a financial advisor with over 24 years of experience in the financial services industry. Brandon holds a Series 7, Series 10, Series 9, and Series 63 licenses, and the SIE exam. Brandon is registered with &partners and is licensed to provide investment advice in a number of states. Previously, Brandon was employed by Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC. Brandon is a Registered Representative and Investment Advisor Representative with &partners.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TX
06/28/2024 - Present
&partners (Tyler TX)
TX
04/21/2022 - 07/05/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TYLER TX)
TX
01/01/2008 - 04/21/2022
WELLS FARGO CLEARING SERVICES, LLC (TYLER TX)
TX
08/14/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TYLER TX)
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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