Thomas BrandonCRD Number: 28883
Current Firm: Cambridge Investment Research Advisors, Inc.
Thomas Brandon (CRD# 28883) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Atlanta, GA and has over 40 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2009 - Current||12|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1982|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing 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, WY
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