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Marshall Reid Brannock

Balentine

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About Marshall Reid Brannock

Marshall Brannock is a financial advisor registered with Balentine, LLC. Marshall has been in the financial services industry since December 2014. Marshall is licensed in North Carolina and holds a Series 6, 7, and 63 license, as well as the SIE exam. Marshall specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Marshall is a Certified Financial Planner™.

Firm Information

Marshall Brannock is currently registered with Balentine. Balentine is an investment advisory firm based in Atlanta, GA, with a focus on providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, and state or municipal government entities. The firm also provides portfolio management for businesses and selection of other advisors. Balentine has approximately $4.7 billion in assets under management.
Balentine

3344 PEACHTREE ROAD NE

ATLANTA, GA 30326

$4.69B

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marshall Brannock’s Registration & Firm History

GA

03/07/2024 - Present

Balentine (ATLANTA GA)

NC

08/03/2015 - 09/30/2021

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

VA

12/16/2014 - 02/11/2015

MML INVESTORS SERVICES, LLC (GLEN ALLEN VA)

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Licenses & Designations

BC

Issued 01/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/16/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marshall Reid Brannock.
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