Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy Lancaster is a financial advisor who has been in the industry since 2006. Currently, Brandy is a registered representative with Concurrent Investment Advisors, LLC. Brandy has held previous positions at Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brandy holds Series 66, Series 10, Series 9, Series 7TO, SIE and Series 7 licenses. Brandy has a specialization in asset management, financial planning, retirement planning, and insurance. Brandy is located in Colorado Springs, Colorado and is active in the local community.
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.
1
2
CO
05/16/2023 - Present
Concurrent Investment Advisors, LLC (Colorado Springs CO)
CO
11/23/2020 - 05/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
05/31/2006 - 06/03/2014
WELLS FARGO ADVISORS, LLC (COLORADO SPRINGS CO)
NJ
03/26/2003 - 06/22/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/16/1999 - 01/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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