Brandon Fresard, financial advisor Addison TX
93 score

Brandon Fresard

CRD Number: 5356787
Current Firm: Usaa Financial Planning Services

Brandon Fresard (CRD# 5356787) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 9 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Addison TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Bryn Henry, financial advisor Addison TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Score
101
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Addison TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Company Name Location Dates Years
Usaa Financial Planning Services Addison, TX Jan 2014 - Current 2
Usaa Financial Advisors, Inc. Addison, TX Jan 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Sep 2012 - Jan 2014 1
Tiaa Lewisville, TX Sep 2012 - Jan 2014 1
Chase Investment Services Corp North Richland Hills, TX Apr 2011 - Sep 2012 1
Insurance Connection Usa Denton, TX Jul 2010 - Apr 2011 < 1
Alliance Hospitality Fort Worth, TX Oct 2010 - Mar 2011 < 1
Mml Investors Services Inc. Dallas, TX Aug 2010 - Jan 2011 < 1
Mass Mutual Dallas, TX Jul 2010 - Jan 2011 < 1
Thrivent Investment Management Inc. Haslet, TX Sep 2008 - Jul 2010 1
Thrivent Financial For Lutherans Appleton, WI Sep 2008 - Jul 2010 1
Td Ameritrade Bellevue, NE Jun 2007 - Sep 2008 1
Midwestern State University Wichita Falls, TX May 2006 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Brandon R. Fresard
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Brandon Fresard and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.