Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Nelson Brantley

B.o.s.s. Retirement Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Nelson Brantley

Robert Nelson Brantley is a financial advisor in Lehi, Utah. Robert is a registered Investment Advisor Representative with B.o.s.s. Retirement Advisors, LLC, and previously worked for EDWARD JONES. Robert has been in the industry since January 2009.

Firm Information

Robert Brantley is currently registered with B.o.s.s. Retirement Advisors, LLC. B.o.s.s. Retirement Advisors, LLC is a Registered Investment Advisor headquartered in Lehi, UT. The firm provides financial planning, selection of other advisors, and has approximately $763,971,695 in regulatory assets under management. The firm primarily serves individuals and high-net-worth individuals, with over 6,200 accounts.
B.o.s.s. Retirement Advisors, LLC

3400 N ASHTON BLVD

LEHI, UT 84043

$763.97M

Assets Under Management

Not reported

Total Clients

42

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your 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.

check

fixed fees

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

check

other

Referral fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Brantley’s Registration & Firm History

UT

11/30/2017 - Present

B.o.s.s. Retirement Advisors, LLC (LEHI UT)

AZ

01/06/2009 - 12/06/2016

EDWARD JONES (GILBERT AZ)

Not sure if Robert Nelson Brantley is right for you?

Licenses & Designations

BOTH

Issued 02/19/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Nelson Brantley. Review regulatory record here.
Not sure if Robert Nelson Brantley is right for you?