Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Mather is a financial advisor with over 10 years of experience. Brandon Mather is a registered representative of Wealth Enhancement Advisory Services, LLC. Brandon Mather is also a Certified Financial Planner. Brandon Mather provides investment advisory services through Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is an independent investment advisor firm. Wealth Enhancement Advisory Services, LLC is separate from and independent of LPL Financial.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CA
04/06/2023 - Present
Wealth Enhancement Advisory Services, LLC (CORONADO CA)
CA
04/03/2014 - 04/06/2023
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
MA
07/02/2012 - 04/01/2014
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IA
Issued 11/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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