AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BA

Brandon A Dorsey

California·CRD #5178670
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
3
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
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BA

Brandon A Hemmelgarn

Ohio·CRD #5678019
IA Rep

Investment Adviser Rep at SHAKER INVESTMENTS

Experience
10 yrs
States
1
Exams
1
Since
2016
Est. fee
AUM / Performance-based
Minimum
$50k
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BA

Brandon A Jew

Maryland·CRD #6812772
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Hourly
Minimum
$25k
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BA

Brandon Alan Ritchie

Alabama·CRD #7250262
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
21
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
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BA

Brandon Alan Walls

Florida·CRD #6601241
Dual-registered

Dual-registered at FORTRESS PRIVATE LEDGER, LLC

Experience
10 yrs
States
5
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
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BA

Brandon Alec Hina

New Jersey·CRD #6961261
IA Rep

Investment Adviser Rep at CONCURRENT INVESTMENT ADVISORS, LLC

States
1
Exams
2
Since
2026
Est. fee
AUM / Hourly / Flat Fee
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BA

Brandon Alexander Bascue

Texas·CRD #8088630
IA Rep

Investment Adviser Rep at CAIN, WATTERS & ASSOCIATES, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Hourly / Flat Fee
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BA

Brandon Alexander Portell

Arkansas·CRD #8003212
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
15
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brandon Allen Brouillard

Wisconsin·CRD #5517843
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Performance-based
Minimum
$50k
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BA

Brandon A. Maresma

Colorado·CRD #4621955
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
23 yrs
States
7
Exams
3
Since
2003
Fee
AUM / Hourly / Flat Fee / Other
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BA

Brandon Andrew Sack

New Jersey·CRD #8127862
IA Rep

Investment Adviser Rep at ACTIVE WEALTH ADVISORS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM
Minimum
$1.0M
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BA

Brandon Angelo Fancher

Arizona·CRD #4899246
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
20 yrs
States
26
Exams
4
Since
2006
Est. fee
AUM / Flat Fee
View profile
BA

Brandon Angelo Gasperini

Oregon·CRD #8307696
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
BA

Brandon Antione Kelly

Arkansas·CRD #8126360
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
7
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brandon A Perkins

Alaska·CRD #6174815
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
13 yrs
States
38
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
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BA

Brandon Ashley Horton

Alabama·CRD #4569003
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
24 yrs
States
10
Exams
3
Since
2002
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
BA

Brandon A Thomas

Alabama·CRD #6647279
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
36
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
BB

Brandon Ball

Utah·CRD #7979542
IA Rep

Investment Adviser Rep at BLUE DIAMOND CAPITAL INVESTMENT ADVISORS

Experience
1 yrs
States
1
Exams
2
Since
2025
Fee
Hourly / Flat Fee
View profile
BB

Brandon Barry Honcoop

Alaska·CRD #4654542
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
23 yrs
States
31
Exams
3
Since
2003
Est. fee
AUM / Flat Fee
View profile
BB

Brandon Batman

Alabama·CRD #7163204
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
53
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BB

Brandon Beckner

Washington·CRD #6720725
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

Experience
9 yrs
States
1
Since
2017
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
BB

Brandon Benjamin Matthews

California·CRD #7218735
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
6 yrs
States
15
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BB

Brandon Berg

Oregon·CRD #7518168
IA Rep

Investment Adviser Rep at EXPAND FINANCIAL GROUP, LLC

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
BB

Brandon Bineau

Colorado·CRD #6757590
Dual-registered

Dual-registered at OWL CREEK WEALTH PARTNERS

Experience
8 yrs
States
1
Exams
3
Since
2018
Fee
AUM / Flat Fee
Minimum
$5.0M
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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