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Brenton Preston Brandon

Fidelity Brokerage Services LLC

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About Brenton Preston Brandon

Brenton Brandon is a financial advisor with over 20 years of experience in the industry. Currently, Brenton is registered with Fidelity Brokerage Services LLC in Greenwood Village, CO. He holds multiple licenses, including Series 7, 9, 10, 63, and SIE. Prior to his current position, Brenton worked as a financial advisor at Charles Schwab & Co., Inc. and Primevest Financial Services, Inc. Brenton is committed to helping clients achieve their financial goals.

Firm Information

Brenton Brandon is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brenton Brandon’s Registration & Firm History

CO

03/02/2022 - Present

Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)

CO

02/14/2008 - 12/02/2021

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

IN

01/25/2002 - 07/25/2006

PRIMEVEST FINANCIAL SERVICES, INC. (MUNCIE IN)

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Licenses & Designations

BC

Issued 01/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/16/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brenton Preston Brandon.
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