Brandon FresardCRD 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 10 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Usaa Financial Planning Services||Addison, TX||Jan 2014 - Current||4|
|Usaa Financial Advisors, Inc.||Addison, TX||Jan 2014 - Current||4|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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
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