Brandon Paul Reeves
Investment Adviser Representative at Advice AND Planning Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon Paul Reeves is an investment adviser representative with Advice and Planning Services in Belmont, NC, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
51 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors LLCSep 2023 – Jan 2024New York, NY
- UnemployedMay 2023 – Sep 2023Belmont, NC
- Southwood RealtyJun 2014 – Aug 2019Gastonia, NC
- Vector MarketingMay 2018 – Aug 2019Charlotte, NC
- Belmont Abbey CollegeJan 2021 – May 2023Belmont, NC
- Ferrum CollegeJun 2019 – May 2020Ferrum, VA
- Catawba Valley Community CollegeJun 2018 – May 2019Hickory, NC
- MARS HILL CollegeJun 2017 – May 2018Mars Hill, NC
- Gaston DAY SchoolJun 2015 – May 2017Gastonia, NC
- TIAA-CREF Individual & Institutional Services, LLCFeb 2024 – no end date reportedCharlotte, NC
- TIAAFeb 2024 – no end date reportedCharlotte, NC
- Dick's Sporting GoodsSep 2021 – Apr 2022Belmont, NC
- Ganglani DMD PLLC / Fresh DentalDec 2020 – May 2021Gastonia, NC
- UnemployedMay 2020 – Dec 2020Belmont, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advice AND Planning Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,648
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-63550
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Advice AND Planning Services
Showing 12 of 1,648 in the directory
Similar advisors in Belmont, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Paul Reeves has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched