Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Atkinson is a financial advisor in Sandy, Utah. Brandon has been working in the financial industry since 2004. Brandon is registered with LPL Enterprise, LLC and is licensed to provide financial services in California, Colorado, Georgia, Idaho, Indiana, Nevada, New Mexico, Texas, and Utah. Brandon has several designations including Chartered Financial Consultant.
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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UT
11/14/2024 - Present
LPL Enterprise, LLC (SANDY UT)
UT
05/05/2016 - 10/02/2019
AXA ADVISORS, LLC (SALT LAKE CITY UT)
MI
05/16/2019 - 05/22/2019
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
UT
01/24/2011 - 05/03/2016
METLIFE SECURITIES INC. (SANDY UT)
IA
11/24/1998 - 03/09/2004
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
03/04/1996 - 10/27/1997
FBL MARKETING SERVICES, INC. (WEST DES MOINES IA)
IA
Issued 06/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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