Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandt? Claim Your ProfileBrandt Laurence Corcoran is a financial advisor with over 30 years of experience in the industry. Brandt currently works at LPL Financial LLC and has previously worked at UnionBanc Investment Services, LLC, Duerr Financial Corporation, Cal Fed Investments, Glenfed Brokerage Services, BA Investment Services, Inc., ASB Financial Services, GNA Securities, Inc., and Baraban Securities, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/07/2021 - Present
LPL Financial LLC (OCEANSIDE CA)
CA
06/06/2003 - 05/25/2017
UNIONBANC INVESTMENT SERVICES, LLC (VISTA CA)
CA
01/09/2003 - 06/02/2003
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
CA
11/14/1998 - 01/02/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
09/26/1997 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
CA
09/25/1995 - 10/08/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
03/05/1991 - 09/28/1995
ASB FINANCIAL SERVICES (IRVINE CA)
VA
03/22/1989 - 03/13/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
01/24/1989 - 03/27/1989
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 09/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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