Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Ronald Fresard is a financial advisor who has been in the industry since 2008. Brandon holds licenses in Texas and works for Advisor Resource Council. Brandon is a Registered Representative with the firm. Before working for Advisor Resource Council, Brandon worked for USAA FINANCIAL ADVISORS, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHASE INVESTMENT SERVICES CORP., MML INVESTORS SERVICES, LLC, THRIVENT INVESTMENT MANAGEMENT INC., and TD AMERITRADE, INC. Brandon has a wide range of experience in the financial industry and specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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TX
01/23/2019 - Present
Advisor Resource Council (Southlake TX)
TX
01/29/2014 - 12/13/2018
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
10/17/2012 - 01/06/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
05/04/2011 - 09/19/2012
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
TX
08/18/2010 - 02/17/2011
MML INVESTORS SERVICES, LLC (DENTON TX)
TX
09/10/2008 - 08/19/2010
THRIVENT INVESTMENT MANAGEMENT INC. (HASLET TX)
TX
11/29/2007 - 09/09/2008
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 09/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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