Brian Branch (CRD# 5087618) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 18 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Oak Financial Advisors, LLC | Royal Oak, MI | Mar 2018 - Current | 6 |
Capital Asset Advisory Services, LLC | Haslett, MI | Mar 2016 - Feb 2018 | 1 |
Wfg Investments, Inc. | Royal Oaks, MI | Mar 2016 - Feb 2018 | 1 |
Unemployed/job Search | Beverly Hills, MI | Jan 2016 - Mar 2016 | < 1 |
Raymond James Financial Services | Rochester Hills, MI | Oct 2012 - Jan 2016 | 3 |
Raymond James Financial Services Advisors Inc. | Rochester Hills, MI | Oct 2012 - Jan 2016 | 3 |
Chrispat LLC | Rochester Hills, MI | Oct 2012 - Jan 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management250MILLIONS
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Total Number of Accounts1,251ACCOUNTS
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Average Account Value$199,840
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, LA, MI
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