Unclaimed
Brannon Neal Brown is a financial advisor who has been in the industry since February 15, 2007. Brannon is currently registered with LPL Financial LLC in Colorado and Texas, and has been with the firm since February 2013. Brannon holds a number of licenses, including Series 7, Series 63, Series 65, and SIE. Brannon is a Certified Financial Planner and provides financial planning and consulting services through Prosperion Planning, LLC.
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.
1
2
CO
08/26/2014 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
MD
04/14/2010 - 04/06/2011
MAP SECURITIES, INC. (ROCKVILLE MD)
CO
04/02/2004 - 04/25/2008
LPL FINANCIAL CORPORATION (GREENWOOD VILLAGE CO)
MO
07/23/2003 - 08/12/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brannon Brown is the right advisor for you? Invested Better is here to help.