Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brannon? Claim Your ProfileBrannon Lambert is a financial advisor with over 20 years of experience in the industry. Brannon is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Brannon is registered with Cambridge Investment Research Advisors, Inc. in North Carolina. Brannon has previously worked with KESTRA INVESTMENT SERVICES, LLC, TD AMERITRADE, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
06/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (Raleigh NC)
NC
01/05/2015 - 06/08/2022
KESTRA INVESTMENT SERVICES, LLC (Raleigh NC)
NC
04/09/2008 - 01/08/2015
TD AMERITRADE, INC. (CARY NC)
NC
08/17/2004 - 03/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
MN
08/17/2001 - 08/17/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/17/2001 - 08/17/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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