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Brandon Richard Leblanc

National Financial Services LLC

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About Brandon Richard Leblanc

Brandon Richard Leblanc is a financial professional with over 18 years of experience in the industry. Brandon is currently registered with National Financial Services LLC, which is a firm with both FINRA and SEC registration. Brandon has held previous positions at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Brandon has passed the Series 66, Series 7, Series 24, Series 4 and SIE exams. Brandon specializes in helping clients with a variety of financial planning needs.

Firm Information

Brandon Leblanc is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brandon Leblanc’s Registration & Firm History

RI

09/29/2017 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

10/25/2010 - 09/25/2017

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

MA

09/18/2009 - 09/01/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEEDHAM MA)

RI

03/07/2006 - 09/22/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

MN

07/14/2005 - 03/02/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

07/14/2005 - 03/02/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2009

Series 4 - Registered Options Principal Examination

BC

Issued 01/31/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Richard Leblanc.
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